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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 | $81,725 | $66,459+23.0% | $81,353+0.5% | $77,736+5.1% |
| Participation rate | 4.8% | 68.7%-63.9pp | 69.5%-64.7pp | 70.6%-65.8pp |
| Annual return | 13.90% | 15.95%-2.1pp | 24.82%-10.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $313 | $3,674-91.5% | $3,885-91.9% | $4,651-93.3% |
| Admin fee / account holder | $7,003 | $585+1097.0% | $5,766+21.4% | $433+1516.1% |