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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 | $89,353 | $115,225-22.5% | $100,712-11.3% | $138,895-35.7% |
| Participation rate | 64.7% | 74.3%-9.6pp | 69.3%-4.6pp | 79.9%-15.2pp |
| Annual return | 14.51% | 40.35%-25.8pp | 33.27%-18.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $984 | $4,699-79.1% | $4,085-75.9% | $6,396-84.6% |
| Admin fee / account holder | $12,660 | $10,844+16.7% | $9,256+36.8% | $12,562+0.8% |