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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 | $76,246 | $123,155-38.1% | $108,753-29.9% | $155,188-50.9% |
| Participation rate | 47.8% | 75.6%-27.8pp | 71.1%-23.3pp | 80.8%-33.0pp |
| Annual return | 8.30% | 44.73%-36.4pp | 37.47%-29.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $967 | $4,623-79.1% | $4,115-76.5% | $6,531-85.2% |
| Admin fee / account holder | $11,596 | $12,126-4.4% | $10,320+12.4% | $14,480-19.9% |