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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 | $92,384 | $55,713+65.8% | $75,901+21.7% | $72,975+26.6% |
| Participation rate | 19.7% | 61.1%-41.4pp | 69.3%-49.6pp | 69.5%-49.8pp |
| Annual return | 26.93% | 27.60%-0.7pp | 30.76%-3.8pp | 81.01%-54.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $593 | $2,634-77.5% | $3,603-83.5% | $3,608-83.6% |
| Admin fee / account holder | $368 | $3,980-90.8% | $5,420-93.2% | $5,124-92.8% |