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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 | $73,621 | $58,851+25.1% | $115,170-36.1% | $72,975+0.9% |
| Participation rate | 52.2% | 65.5%-13.4pp | 75.9%-23.7pp | 69.5%-17.3pp |
| Annual return | 17.75% | 23.16%-5.4pp | 35.60%-17.9pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $713 | $2,643-73.0% | $4,169-82.9% | $3,608-80.2% |
| Admin fee / account holder | $8,729 | $6,370+37.0% | $7,089+23.1% | $5,124+70.4% |