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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 | $79,435 | $65,034+22.1% | $90,970-12.7% | $79,856-0.5% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 17.69% | 30.45%-12.8pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,114 | $2,512-55.6% | $3,373-67.0% | $3,741-70.2% |
| Admin fee / account holder | $4,318 | $4,536-4.8% | $5,961-27.6% | $5,306-18.6% |