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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 | $68,972 | $67,602+2.0% | $82,312-16.2% | $70,126-1.6% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.5pp | 69.5%-5.2pp |
| Annual return | 12.70% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,331 | $2,987-55.4% | $3,706-64.1% | $3,332-60.1% |
| Admin fee / account holder | $12,982 | $4,512+187.8% | $5,608+131.5% | $4,645+179.5% |