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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 | $79,554 | $86,949-8.5% | $102,460-22.4% | $80,959-1.7% |
| Participation rate | 17.8% | 72.4%-54.6pp | 76.5%-58.7pp | 67.7%-49.9pp |
| Annual return | 12.76% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,787 | $4,121-56.6% | $5,056-64.6% | $4,300-58.4% |
| Admin fee / account holder | $20,038 | $8,048+149.0% | $9,460+111.8% | $6,925+189.3% |