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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 | $88,123 | $86,949+1.3% | $102,460-14.0% | $80,959+8.8% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 11.82% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,677 | $4,121-59.3% | $5,056-66.8% | $4,300-61.0% |
| Admin fee / account holder | $1,158 | $8,048-85.6% | $9,460-87.8% | $6,925-83.3% |