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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 | $58,627+36.3% | $76,735+4.1% | $82,448-3.1% |
| Participation rate | 6.3% | 63.2%-56.9pp | 69.5%-63.2pp | 68.1%-61.7pp |
| Annual return | 14.00% | 39.10%-25.1pp | 29.77%-15.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $294 | $3,134-90.6% | $4,088-92.8% | $4,139-92.9% |
| Admin fee / account holder | $592 | $5,323-88.9% | $7,189-91.8% | $7,234-91.8% |