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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 | $75,810 | $48,078+57.7% | $78,676-3.6% | $62,881+20.6% |
| Participation rate | 14.3% | 65.2%-50.9pp | 73.6%-59.3pp | 69.3%-55.0pp |
| Annual return | 4.65% | 31.36%-26.7pp | 62.19%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $426 | $2,587-83.5% | $3,517-87.9% | $3,203-86.7% |
| Admin fee / account holder | $2,343 | $3,206-26.9% | $4,510-48.0% | $4,296-45.5% |