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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 | $79,886 | $69,444+15.0% | $92,985-14.1% | $87,485-8.7% |
| Participation rate | 6.3% | 63.3%-56.9pp | 69.5%-63.1pp | 68.9%-62.6pp |
| Annual return | 14.00% | 23.85%-9.9pp | 27.99%-14.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $294 | $3,364-91.2% | $4,377-93.3% | $4,274-93.1% |
| Admin fee / account holder | $592 | $6,137-90.4% | $9,463-93.7% | $7,775-92.4% |