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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 | $62,120 | $116,462-46.7% | $85,826-27.6% | $116,462-46.7% |
| Participation rate | 6.9% | 74.7%-67.8pp | 72.9%-66.0pp | 74.7%-67.8pp |
| Annual return | 14.13% | 15.65%-1.5pp | -10.29%+24.4pp | 15.65%-1.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $6,831-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $872 | $3,836-77.3% | $3,752-76.7% | $3,836-77.3% |
| Admin fee / account holder | $4,306 | $12,754-66.2% | $4,820-10.7% | $12,754-66.2% |