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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 | $89,077 | $53,777+65.6% | $134,155-33.6% | $79,858+11.5% |
| Participation rate | 38.5% | 58.8%-20.3pp | 72.2%-33.7pp | 69.6%-31.2pp |
| Annual return | 14.52% | 19.01%-4.5pp | 36.34%-21.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $859 | $2,420-64.5% | $3,500-75.5% | $3,740-77.0% |
| Admin fee / account holder | $4,797 | $3,984+20.4% | $6,685-28.2% | $5,306-9.6% |