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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 | $85,469 | $71,230+20.0% | $93,727-8.8% | $80,959+5.6% |
| Participation rate | 10.3% | 60.4%-50.1pp | 68.7%-58.4pp | 67.7%-57.3pp |
| Annual return | 9.98% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $970 | $4,037-76.0% | $4,417-78.0% | $4,300-77.4% |
| Admin fee / account holder | $14,059 | $6,961+102.0% | $8,292+69.6% | $6,925+103.0% |