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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 | $66,936 | $97,550-31.4% | $120,344-44.4% | $87,485-23.5% |
| Participation rate | 5.7% | 72.8%-67.1pp | 76.7%-71.0pp | 68.9%-63.2pp |
| Annual return | 18.52% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $601 | $4,230-85.8% | $5,135-88.3% | $4,274-85.9% |
| Admin fee / account holder | $3,188 | $9,543-66.6% | $12,742-75.0% | $7,775-59.0% |