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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 | $70,232 | $72,607-3.3% | $90,259-22.2% | $87,485-19.7% |
| Participation rate | 10.0% | 64.8%-54.8pp | 70.7%-60.7pp | 68.9%-58.9pp |
| Annual return | 17.78% | 18.59%-0.8pp | 18.88%-1.1pp | 26.06%-8.3pp |
| Employer contribution / active EE | $515 | $1,919-73.2% | $2,291-77.5% | $2,596-80.2% |
| Participant deferral / active EE | $877 | $3,055-71.3% | $3,827-77.1% | $4,274-79.5% |
| Admin fee / account holder | $8,940 | $5,947+50.3% | $7,267+23.0% | $7,775+15.0% |