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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 | $73,015 | $86,949-16.0% | $102,460-28.7% | $80,959-9.8% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.7%-11.8pp |
| Annual return | 14.50% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,675 | $4,121-59.4% | $5,056-66.9% | $4,300-61.0% |
| Admin fee / account holder | $8,981 | $8,048+11.6% | $9,460-5.1% | $6,925+29.7% |