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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 | $71,230+6.3% | $93,727-19.2% | $80,959-6.5% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.7%-52.9pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.83%-123.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $199 | $4,037-95.1% | $4,417-95.5% | $4,300-95.4% |
| Admin fee / account holder | $647 | $6,961-90.7% | $8,292-92.2% | $6,925-90.7% |