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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 | $85,871 | $85,515+0.4% | $112,040-23.4% | $67,986+26.3% |
| Participation rate | 12.0% | 68.2%-56.2pp | 76.5%-64.5pp | 57.2%-45.2pp |
| Annual return | 14.92% | 29.68%-14.8pp | 24.52%-9.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $397 | $4,014-90.1% | $5,098-92.2% | $3,358-88.2% |
| Admin fee / account holder | $2,409 | $3,774-36.2% | $12,098-80.1% | $3,203-24.8% |