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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 | $65,552 | $65,027+0.8% | $90,970-27.9% | $79,852-17.9% |
| Participation rate | 19.2% | 61.6%-42.4pp | 69.0%-49.8pp | 69.6%-50.4pp |
| Annual return | 22.34% | 30.45%-8.1pp | 134.58%-112.2pp | 31.72%-9.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $852 | $2,512-66.1% | $3,373-74.7% | $3,740-77.2% |
| Admin fee / account holder | $300 | $4,535-93.4% | $5,960-95.0% | $5,306-94.3% |