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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 | $69,699 | $58,493+19.2% | $84,023-17.0% | $72,976-4.5% |
| Participation rate | 18.2% | 61.2%-43.0pp | 69.0%-50.8pp | 69.5%-51.3pp |
| Annual return | 26.72% | 28.93%-2.2pp | 71.32%-44.6pp | 81.02%-54.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $800 | $2,394-66.6% | $3,239-75.3% | $3,608-77.8% |
| Admin fee / account holder | $888 | $4,569-80.6% | $6,102-85.4% | $5,124-82.7% |