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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 | $92,482 | $49,255+87.8% | $70,494+31.2% | $79,856+15.8% |
| Participation rate | 14.3% | 69.2%-54.9pp | 75.1%-60.8pp | 69.6%-55.4pp |
| Annual return | 9.53% | 30.10%-20.6pp | 109.16%-99.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $665 | $2,768-76.0% | $3,711-82.1% | $3,741-82.2% |
| Admin fee / account holder | $428 | $2,879-85.1% | $3,848-88.9% | $5,306-91.9% |