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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 | $60,216 | $58,512+2.9% | $84,020-28.3% | $72,983-17.5% |
| Participation rate | 29.0% | 61.2%-32.2pp | 69.0%-40.0pp | 69.5%-40.5pp |
| Annual return | 16.63% | 28.93%-12.3pp | 71.31%-54.7pp | 81.01%-64.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $975 | $2,394-59.3% | $3,239-69.9% | $3,608-73.0% |
| Admin fee / account holder | $14,626 | $4,569+220.1% | $6,101+139.7% | $5,124+185.4% |