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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 | $49,068 | $47,848+2.5% | $81,473-39.8% | $70,124-30.0% |
| Participation rate | 10.2% | 58.3%-48.1pp | 68.0%-57.8pp | 69.5%-59.3pp |
| Annual return | 16.96% | 27.25%-10.3pp | 38.78%-21.8pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $93 | $2,453-96.2% | $3,537-97.4% | $3,332-97.2% |
| Admin fee / account holder | $600 | $3,145-80.9% | $4,561-86.8% | $4,645-87.1% |