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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 | $87,254 | $55,636+56.8% | $81,982+6.4% | $73,497+18.7% |
| Participation rate | 19.4% | 62.3%-42.9pp | 69.3%-49.8pp | 70.7%-51.2pp |
| Annual return | 13.75% | 19.07%-5.3pp | 41.31%-27.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $985 | $2,762-64.4% | $3,722-73.5% | $3,740-73.7% |
| Admin fee / account holder | $1,037 | $493+110.5% | $5,665-81.7% | $513+102.1% |