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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 | $74,677 | $71,230+4.8% | $93,727-20.3% | $80,959-7.8% |
| Participation rate | 7.9% | 60.4%-52.5pp | 68.7%-60.8pp | 67.7%-59.7pp |
| Annual return | 10.17% | 11.26%-1.1pp | 133.83%-123.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,011 | $4,037-75.0% | $4,417-77.1% | $4,300-76.5% |
| Admin fee / account holder | $1,691 | $6,961-75.7% | $8,292-79.6% | $6,925-75.6% |