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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,493 | $73,787+7.7% | $98,716-19.5% | $82,448-3.6% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 14.24% | 18.57%-4.3pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $899 | $3,081-70.8% | $4,048-77.8% | $4,139-78.3% |
| Admin fee / account holder | $1,328 | $6,500-79.6% | $8,703-84.7% | $7,234-81.6% |