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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 | $137,385 | $65,582+109.5% | $64,097+114.3% | $71,529+92.1% |
| Participation rate | 57.0% | 73.2%-16.2pp | 72.3%-15.3pp | 67.9%-10.9pp |
| Annual return | 13.58% | 18.96%-5.4pp | 33.75%-20.2pp | 28.97%-15.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $539 | $3,628-85.1% | $3,881-86.1% | $4,291-87.4% |
| Admin fee / account holder | $3,333 | $616+440.8% | $3,070+8.6% | $1,588+109.8% |