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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 | $62,204 | $61,390+1.3% | $112,228-44.6% | $75,177-17.3% |
| Participation rate | 30.2% | 61.6%-31.4pp | 72.4%-42.2pp | 67.2%-37.0pp |
| Annual return | 17.29% | 28.47%-11.2pp | 30.23%-12.9pp | 160.75%-143.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $955 | $3,108-69.3% | $4,800-80.1% | $4,126-76.9% |
| Admin fee / account holder | $2,681 | $4,862-44.8% | $7,752-65.4% | $5,651-52.6% |