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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 | $59,790 | $57,828+3.4% | $117,039-48.9% | $70,126-14.7% |
| Participation rate | 43.5% | 67.1%-23.6pp | 77.2%-33.7pp | 69.5%-26.1pp |
| Annual return | 13.91% | 17.55%-3.6pp | 18.95%-5.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $676 | $2,438-72.3% | $3,929-82.8% | $3,332-79.7% |
| Admin fee / account holder | $6,091 | $3,548+71.7% | $5,974+2.0% | $4,645+31.1% |