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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 | $87,764 | $73,787+18.9% | $98,716-11.1% | $82,448+6.4% |
| Participation rate | 17.9% | 61.4%-43.5pp | 69.3%-51.3pp | 68.1%-50.1pp |
| Annual return | 14.28% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $378 | $3,081-87.7% | $4,048-90.7% | $4,139-90.9% |
| Admin fee / account holder | $833 | $6,500-87.2% | $8,703-90.4% | $7,234-88.5% |