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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 | $86,651 | $65,041+33.2% | $90,965-4.7% | $79,858+8.5% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 16.22% | 30.45%-14.2pp | 134.57%-118.3pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $724 | $2,512-71.2% | $3,373-78.5% | $3,740-80.6% |
| Admin fee / account holder | $1,129 | $4,536-75.1% | $5,960-81.0% | $5,306-78.7% |