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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 | $55,509 | $67,602-17.9% | $82,312-32.6% | $70,126-20.8% |
| Participation rate | 14.3% | 72.8%-58.5pp | 76.9%-62.6pp | 69.5%-55.3pp |
| Annual return | 15.10% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $200 | $2,987-93.3% | $3,706-94.6% | $3,332-94.0% |
| Admin fee / account holder | $747 | $4,512-83.4% | $5,608-86.7% | $4,645-83.9% |