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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 | $88,123 | $86,294+2.1% | $111,303-20.8% | $85,856+2.6% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 13.94% | 19.99%-6.0pp | 54.66%-40.7pp | 318.58%-304.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,299 | $3,641-64.3% | $4,487-71.1% | $3,952-67.1% |
| Admin fee / account holder | $11,544 | $8,189+41.0% | $7,966+44.9% | $6,261+84.4% |