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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 | $67,909 | $56,544+20.1% | $75,501-10.1% | $70,126-3.2% |
| Participation rate | 53.3% | 68.1%-14.8pp | 72.4%-19.0pp | 69.5%-16.2pp |
| Annual return | 13.85% | 23.59%-9.7pp | 27.35%-13.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $857 | $2,580-66.8% | $3,142-72.7% | $3,332-74.3% |
| Admin fee / account holder | $7,479 | $3,827+95.5% | $5,801+28.9% | $4,645+61.0% |