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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 | $88,146 | $114,712-23.2% | $173,730-49.3% | $87,485+0.8% |
| Participation rate | 3.5% | 73.0%-69.5pp | 79.6%-76.1pp | 68.9%-65.4pp |
| Annual return | 17.09% | 20.18%-3.1pp | 19.96%-2.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $610 | $4,642-86.9% | $6,326-90.4% | $4,274-85.7% |
| Admin fee / account holder | $13,812 | $10,210+35.3% | $17,523-21.2% | $7,775+77.7% |