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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 | $99,742 | $72,607+37.4% | $90,259+10.5% | $87,485+14.0% |
| Participation rate | 5.3% | 64.8%-59.5pp | 70.7%-65.5pp | 68.9%-63.7pp |
| Annual return | 16.12% | 18.59%-2.5pp | 18.88%-2.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $555 | $3,055-81.8% | $3,827-85.5% | $4,274-87.0% |
| Admin fee / account holder | $412 | $5,947-93.1% | $7,267-94.3% | $7,775-94.7% |