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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 | $86,271 | $88,996-3.1% | $78,004+10.6% | $138,895-37.9% |
| Participation rate | 43.8% | 74.4%-30.6pp | 69.4%-25.7pp | 79.9%-36.2pp |
| Annual return | 12.83% | 28.03%-15.2pp | 31.07%-18.2pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $512 | $4,724-89.2% | $4,092-87.5% | $6,396-92.0% |
| Admin fee / account holder | $983 | $8,807-88.8% | $7,578-87.0% | $12,562-92.2% |