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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 | $79,814 | $41,377+92.9% | $109,313-27.0% | $62,881+26.9% |
| Participation rate | 18.5% | 57.5%-39.0pp | 71.3%-52.7pp | 69.3%-50.8pp |
| Annual return | 5.90% | 11.05%-5.1pp | 22.07%-16.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $523 | $2,045-74.4% | $3,166-83.5% | $3,203-83.7% |
| Admin fee / account holder | $551 | $2,884-80.9% | $5,666-90.3% | $4,296-87.2% |