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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 | $78,360 | $112,729-30.5% | $98,716-20.6% | $137,256-42.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 11.52% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $814 | $4,640-82.5% | $4,048-79.9% | $6,407-87.3% |
| Admin fee / account holder | $36,237 | $10,129+257.8% | $8,703+316.4% | $12,270+195.3% |