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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 | $83,225 | $76,551+8.7% | $123,894-32.8% | $62,881+32.4% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 6.28% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $901 | $4,840-81.4% | $5,984-84.9% | $3,203-71.9% |
| Admin fee / account holder | $811 | $4,826-83.2% | $8,357-90.3% | $4,296-81.1% |