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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 | $66,290 | $81,334-18.5% | $113,397-41.5% | $64,097+3.4% |
| Participation rate | 17.5% | 65.6%-48.1pp | 76.5%-59.0pp | 55.2%-37.7pp |
| Annual return | 14.32% | 32.50%-18.2pp | 23.20%-8.9pp | 34.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $639 | $3,795-83.2% | $5,076-87.4% | $3,080-79.3% |
| Admin fee / account holder | $3,730 | $4,208-11.4% | $11,957-68.8% | $3,454+8.0% |