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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 | $138,181 | $81,504+69.5% | $102,437+34.9% | $80,959+70.7% |
| Participation rate | 7.1% | 66.9%-59.7pp | 74.5%-67.4pp | 67.7%-60.5pp |
| Annual return | 20.03% | 25.60%-5.6pp | 24.95%-4.9pp | 35.67%-15.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $115 | $3,871-97.0% | $5,060-97.7% | $4,300-97.3% |
| Admin fee / account holder | $316 | $6,719-95.3% | $8,388-96.2% | $6,925-95.4% |