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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 | $91,476 | $80,983+13.0% | $96,544-5.2% | $75,177+21.7% |
| Participation rate | 64.4% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.8pp |
| Annual return | 15.81% | 27.05%-11.2pp | 25.88%-10.1pp | 160.75%-144.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,175 | $3,929-70.1% | $4,851-75.8% | $4,126-71.5% |
| Admin fee / account holder | $8,832 | $6,717+31.5% | $8,254+7.0% | $5,651+56.3% |