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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 | $75,921 | $80,983-6.3% | $96,544-21.4% | $75,177+1.0% |
| Participation rate | 32.1% | 71.8%-39.6pp | 76.0%-43.8pp | 67.2%-35.1pp |
| Annual return | 28.09% | 27.05%+1.0pp | 25.88%+2.2pp | 160.75%-132.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $510 | $3,929-87.0% | $4,851-89.5% | $4,126-87.6% |
| Admin fee / account holder | $24,147 | $6,717+259.5% | $8,254+192.5% | $5,651+327.3% |