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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 | $71,453 | $39,132+82.6% | $57,196+24.9% | $62,881+13.6% |
| Participation rate | 10.4% | 70.5%-60.1pp | 75.3%-64.9pp | 69.3%-58.9pp |
| Annual return | 5.40% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $704 | $2,374-70.3% | $3,096-77.3% | $3,203-78.0% |
| Admin fee / account holder | $2,712 | $2,594+4.6% | $3,141-13.6% | $4,296-36.9% |