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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 | $75,110 | $53,128+41.4% | $86,582-13.2% | $70,126+7.1% |
| Participation rate | 8.3% | 65.3%-57.0pp | 73.5%-65.2pp | 69.5%-61.2pp |
| Annual return | 18.01% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $352 | $2,695-86.9% | $3,609-90.3% | $3,332-89.4% |
| Admin fee / account holder | $763 | $3,584-78.7% | $4,904-84.4% | $4,645-83.6% |