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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 | $80,926 | $81,504-0.7% | $102,437-21.0% | $80,9590% |
| Participation rate | 48.3% | 66.9%-18.6pp | 74.5%-26.2pp | 67.7%-19.4pp |
| Annual return | 13.33% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $651 | $3,871-83.2% | $5,060-87.1% | $4,300-84.9% |
| Admin fee / account holder | $562 | $6,719-91.6% | $8,388-93.3% | $6,925-91.9% |