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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 | $77,710 | $72,269+7.5% | $101,271-23.3% | $79,852-2.7% |
| Participation rate | 19.4% | 68.5%-49.1pp | 75.8%-56.5pp | 69.6%-50.3pp |
| Annual return | 19.14% | 22.29%-3.2pp | 46.48%-27.3pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $446 | $3,282-86.4% | $4,371-89.8% | $3,740-88.1% |
| Admin fee / account holder | $697 | $4,401-84.2% | $5,948-88.3% | $5,306-86.9% |