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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 | $91,958 | $76,371+20.4% | $93,621-1.8% | $72,976+26.0% |
| Participation rate | 65.5% | 71.8%-6.2pp | 75.8%-10.3pp | 69.5%-4.0pp |
| Annual return | 23.96% | 25.82%-1.9pp | 32.76%-8.8pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,042 | $3,538-70.6% | $4,070-74.4% | $3,608-71.1% |
| Admin fee / account holder | $18,463 | $6,839+169.9% | $7,890+134.0% | $5,124+260.3% |