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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 | $95,603 | $95,453+0.2% | $112,040-14.7% | $82,448+16.0% |
| Participation rate | 26.8% | 72.8%-45.9pp | 76.5%-49.7pp | 68.1%-41.2pp |
| Annual return | 16.98% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $727 | $4,224-82.8% | $5,098-85.7% | $4,139-82.4% |
| Admin fee / account holder | $29,931 | $9,013+232.1% | $12,098+147.4% | $7,234+313.7% |