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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 | $77,797 | $62,583+24.3% | $76,767+1.3% | $64,173+21.2% |
| Participation rate | 14.3% | 72.8%-58.5pp | 77.0%-62.7pp | 69.6%-55.3pp |
| Annual return | -0.38% | -1.95%+1.6pp | 2.43%-2.8pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $555 | $3,145-82.4% | $3,852-85.6% | $3,470-84.0% |
| Admin fee / account holder | $5,599 | $4,667+20.0% | $6,675-16.1% | $4,887+14.6% |