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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 | $74,037 | $65,034+13.8% | $90,970-18.6% | $79,856-7.3% |
| Participation rate | 26.3% | 61.6%-35.3pp | 69.0%-42.7pp | 69.6%-43.3pp |
| Annual return | 12.48% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $738 | $2,512-70.6% | $3,373-78.1% | $3,741-80.3% |
| Admin fee / account holder | $1,290 | $4,536-71.6% | $5,961-78.4% | $5,306-75.7% |