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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 | $65,635 | $55,902+17.4% | $76,030-13.7% | $80,959-18.9% |
| Participation rate | 14.5% | 62.1%-47.5pp | 69.1%-54.5pp | 67.7%-53.2pp |
| Annual return | 16.57% | 20.59%-4.0pp | 361.54%-345.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $492 | $3,051-83.9% | $4,257-88.4% | $4,300-88.6% |
| Admin fee / account holder | $542 | $5,239-89.7% | $6,421-91.6% | $6,925-92.2% |