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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 | $86,871 | $254,759-65.9% | $216,567-59.9% | $198,609-56.3% |
| Participation rate | 8.7% | 84.5%-75.8pp | 81.6%-72.9pp | 82.4%-73.7pp |
| Annual return | 6.64% | 10.04%-3.4pp | 12.94%-6.3pp | 202.70%-196.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $138 | $6,948-98.0% | $6,191-97.8% | $6,977-98.0% |
| Admin fee / account holder | $17,006 | $26,311-35.4% | $21,981-22.6% | $19,030-10.6% |