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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 | $71,423 | $71,230+0.3% | $93,727-23.8% | $80,959-11.8% |
| Participation rate | 36.7% | 60.4%-23.7pp | 68.7%-32.0pp | 67.7%-31.0pp |
| Annual return | 12.03% | 11.26%+0.8pp | 133.83%-121.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $836 | $4,037-79.3% | $4,417-81.1% | $4,300-80.6% |
| Admin fee / account holder | $5,608 | $6,961-19.4% | $8,292-32.4% | $6,925-19.0% |