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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 | $65,503 | $100,970-35.1% | $96,576-32.2% | $137,256-52.3% |
| Participation rate | 26.7% | 82.6%-55.9pp | 81.4%-54.8pp | 80.0%-53.3pp |
| Annual return | 17.92% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,807 | $3,809-0.1% | $3,553+7.1% | $4,156-8.4% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $311 | $11,312-97.3% | $11,381-97.3% | $12,270-97.5% |