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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 | $64,066 | $58,512+9.5% | $84,016-23.7% | $72,986-12.2% |
| Participation rate | 41.9% | 61.2%-19.3pp | 69.0%-27.1pp | 69.5%-27.6pp |
| Annual return | 22.91% | 28.93%-6.0pp | 71.31%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $797 | $2,394-66.7% | $3,239-75.4% | $3,607-77.9% |
| Admin fee / account holder | $12,358 | $4,569+170.5% | $6,101+102.6% | $5,124+141.2% |