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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 | $79,798 | $167,415-52.3% | $140,514-43.2% | $198,609-59.8% |
| Participation rate | 19.0% | 80.9%-61.8pp | 77.8%-58.8pp | 82.4%-63.3pp |
| Annual return | 15.27% | 13.85%+1.4pp | 14.36%+0.9pp | 202.70%-187.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $509 | $5,579-90.9% | $4,919-89.6% | $6,977-92.7% |
| Admin fee / account holder | $2,019 | $16,730-87.9% | $13,697-85.3% | $19,030-89.4% |