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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 | $75,977 | $49,025+55.0% | $87,502-13.2% | $62,881+20.8% |
| Participation rate | 65.6% | 64.9%+0.7pp | 73.8%-8.2pp | 69.3%-3.7pp |
| Annual return | 5.71% | 10.02%-4.3pp | 12.21%-6.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $773 | $2,289-66.3% | $3,149-75.5% | $3,203-75.9% |
| Admin fee / account holder | $8,388 | $4,065+106.3% | $4,221+98.7% | $4,296+95.3% |