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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 | $79,071 | $86,949-9.1% | $102,460-22.8% | $80,959-2.3% |
| Participation rate | 16.1% | 72.4%-56.3pp | 76.5%-60.4pp | 67.7%-51.5pp |
| Annual return | 11.64% | 18.89%-7.3pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $827 | $4,121-79.9% | $5,056-83.6% | $4,300-80.8% |
| Admin fee / account holder | $10,728 | $8,048+33.3% | $9,460+13.4% | $6,925+54.9% |