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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 | $97,550-2.0% | $120,344-20.6% | $87,485+9.3% |
| Participation rate | 26.8% | 72.8%-46.0pp | 76.7%-49.9pp | 68.9%-42.1pp |
| Annual return | 16.98% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $727 | $4,230-82.8% | $5,135-85.8% | $4,274-83.0% |
| Admin fee / account holder | $29,931 | $9,543+213.7% | $12,742+134.9% | $7,775+285.0% |