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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 | $55,087 | $56,544-2.6% | $75,501-27.0% | $70,126-21.4% |
| Participation rate | 16.3% | 68.1%-51.8pp | 72.4%-56.1pp | 69.5%-53.3pp |
| Annual return | 24.50% | 23.59%+0.9pp | 27.35%-2.9pp | 73.15%-48.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $615 | $2,580-76.2% | $3,142-80.4% | $3,332-81.6% |
| Admin fee / account holder | $5,586 | $3,827+46.0% | $5,801-3.7% | $4,645+20.2% |