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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 | $76,983 | $81,476-5.5% | $102,383-24.8% | $80,925-4.9% |
| Participation rate | 52.5% | 66.8%-14.3pp | 74.5%-22.0pp | 67.7%-15.2pp |
| Annual return | 13.29% | 25.59%-12.3pp | 24.94%-11.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,554 | $3,871-59.9% | $5,060-69.3% | $4,299-63.8% |
| Admin fee / account holder | $7,304 | $6,717+8.7% | $8,391-13.0% | $6,940+5.2% |