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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 | $88,022 | $88,996-1.1% | $78,004+12.8% | $138,895-36.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 20.33% | 28.03%-7.7pp | 31.07%-10.7pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $264 | $4,724-94.4% | $4,092-93.5% | $6,396-95.9% |
| Admin fee / account holder | $2,167 | $8,807-75.4% | $7,578-71.4% | $12,562-82.7% |