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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 | $81,806 | $74,535+9.8% | $100,712-18.8% | $82,637-1.0% |
| Participation rate | 28.2% | 61.2%-33.0pp | 69.3%-41.1pp | 68.1%-39.8pp |
| Annual return | 15.64% | 18.92%-3.3pp | 33.27%-17.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,170 | $3,074-61.9% | $4,085-71.3% | $4,126-71.6% |
| Admin fee / account holder | $3,483 | $6,576-47.0% | $9,256-62.4% | $7,339-52.5% |