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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 | $88,013 | $86,938+1.2% | $102,423-14.1% | $80,925+8.8% |
| Participation rate | 26.5% | 72.4%-45.9pp | 76.5%-50.0pp | 67.7%-41.2pp |
| Annual return | 14.49% | 18.89%-4.4pp | 29.42%-14.9pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $985 | $4,120-76.1% | $5,054-80.5% | $4,299-77.1% |
| Admin fee / account holder | $2,553 | $8,053-68.3% | $9,455-73.0% | $6,940-63.2% |