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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 | $116,188 | $69,444+67.3% | $92,985+25.0% | $87,485+32.8% |
| Participation rate | 19.1% | 63.3%-44.1pp | 69.5%-50.3pp | 68.9%-49.8pp |
| Annual return | 14.40% | 23.85%-9.5pp | 27.99%-13.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $867 | $3,364-74.2% | $4,377-80.2% | $4,274-79.7% |
| Admin fee / account holder | $1,086 | $6,137-82.3% | $9,463-88.5% | $7,775-86.0% |