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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 | $81,524 | $98,547-17.3% | $216,567-62.4% | $69,733+16.9% |
| Participation rate | 17.6% | 68.4%-50.8pp | 81.6%-64.0pp | 62.5%-44.9pp |
| Annual return | 12.82% | 14.25%-1.4pp | 12.94%-0.1pp | 15.22%-2.4pp |
| Employer contribution / active EE | $0 | $2,660-100.0% | $5,216-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $963 | $3,496-72.4% | $6,191-84.4% | $3,054-68.5% |
| Admin fee / account holder | $1,235 | $4,094-69.8% | $21,981-94.4% | $3,102-60.2% |