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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 | $74,524 | $72,269+3.1% | $101,271-26.4% | $79,852-6.7% |
| Participation rate | 27.5% | 68.5%-41.0pp | 75.8%-48.3pp | 69.6%-42.1pp |
| Annual return | 12.16% | 22.29%-10.1pp | 46.48%-34.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,119 | $3,282-65.9% | $4,371-74.4% | $3,740-70.1% |
| Admin fee / account holder | $22,034 | $4,401+400.7% | $5,948+270.5% | $5,306+315.2% |