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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 | $100,194-33.2% | $122,979-45.6% | $86,983-23.0% |
| Participation rate | 5.7% | 73.0%-67.3pp | 77.2%-71.5pp | 69.5%-63.8pp |
| Annual return | 18.52% | 16.47%+2.0pp | 20.12%-1.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $601 | $4,133-85.5% | $5,003-88.0% | $4,194-85.7% |
| Admin fee / account holder | $3,188 | $10,148-68.6% | $12,864-75.2% | $7,856-59.4% |