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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 | $63,939 | $81,487-21.5% | $102,412-37.6% | $80,935-21.0% |
| Participation rate | 16.7% | 66.8%-50.2pp | 74.5%-57.8pp | 67.7%-51.0pp |
| Annual return | 10.77% | 25.60%-14.8pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $278 | $3,871-92.8% | $5,060-94.5% | $4,299-93.5% |
| Admin fee / account holder | $6,871 | $6,717+2.3% | $8,388-18.1% | $6,924-0.8% |