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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 | $75,691 | $71,197+6.3% | $93,669-19.2% | $80,925-6.5% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.7%-52.8pp |
| Annual return | 10.49% | 11.27%-0.8pp | 133.59%-123.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $199 | $4,036-95.1% | $4,416-95.5% | $4,299-95.4% |
| Admin fee / account holder | $647 | $6,959-90.7% | $8,291-92.2% | $6,940-90.7% |