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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 | $203,945 | $222,882-8.5% | $182,153+12.0% | $198,609+2.7% |
| Participation rate | 62.5% | 67.8%-5.3pp | 65.7%-3.2pp | 82.4%-19.9pp |
| Annual return | 15.13% | 38.53%-23.4pp | 35.04%-19.9pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $166 | $4,212-96.1% | $3,776-95.6% | $6,977-97.6% |
| Admin fee / account holder | $35,485 | $8,972+295.5% | $9,477+274.4% | $19,030+86.5% |