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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 | $69,963 | $62,686+11.6% | $178,505-60.8% | $77,762-10.0% |
| Participation rate | 13.0% | 66.9%-53.9pp | 77.1%-64.1pp | 70.6%-57.6pp |
| Annual return | 15.83% | 16.16%-0.3pp | 27.16%-11.3pp | 31.27%-15.4pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $630 | $4,224-85.1% | $6,280-90.0% | $4,651-86.5% |
| Admin fee / account holder | $10,247 | $386+2554.0% | $10,428-1.7% | $433+2267.2% |