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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 | $64,216 | $56,544+13.6% | $75,501-14.9% | $70,126-8.4% |
| Participation rate | 60.8% | 68.1%-7.3pp | 72.4%-11.6pp | 69.5%-8.8pp |
| Annual return | 17.23% | 23.59%-6.4pp | 27.35%-10.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $87 | $2,580-96.6% | $3,142-97.2% | $3,332-97.4% |
| Admin fee / account holder | $7,763 | $3,827+102.9% | $5,801+33.8% | $4,645+67.1% |