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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 | $60,276 | $56,054+7.5% | $171,082-64.8% | $62,881-4.1% |
| Participation rate | 28.9% | 62.9%-34.0pp | 76.7%-47.8pp | 69.3%-40.4pp |
| Annual return | 7.83% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $636 | $3,158-79.9% | $4,797-86.7% | $3,203-80.1% |
| Admin fee / account holder | $11,947 | $3,647+227.6% | $8,520+40.2% | $4,296+178.1% |