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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 | $138,638 | $71,215+94.7% | $93,696+48.0% | $80,935+71.3% |
| Participation rate | 8.2% | 60.4%-52.2pp | 68.7%-60.6pp | 67.7%-59.5pp |
| Annual return | 11.77% | 11.27%+0.5pp | 133.74%-122.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $359 | $4,037-91.1% | $4,417-91.9% | $4,299-91.6% |
| Admin fee / account holder | $378 | $6,958-94.6% | $8,287-95.4% | $6,924-94.5% |