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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 | $78,807 | $72,492+8.7% | $87,104-9.5% | $72,975+8.0% |
| Participation rate | 18.5% | 72.8%-54.3pp | 76.9%-58.4pp | 69.5%-51.0pp |
| Annual return | 22.63% | 24.46%-1.8pp | 28.19%-5.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $647 | $3,270-80.2% | $4,048-84.0% | $3,608-82.1% |
| Admin fee / account holder | $566 | $5,055-88.8% | $7,491-92.4% | $5,124-88.9% |