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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 | $89,234 | $67,894+31.4% | $89,340-0.1% | $82,448+8.2% |
| Participation rate | 22.9% | 64.0%-41.2pp | 69.6%-46.7pp | 68.1%-45.2pp |
| Annual return | 30.07% | 19.21%+10.9pp | 20.57%+9.5pp | 41.64%-11.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $601 | $3,072-80.4% | $3,823-84.3% | $4,139-85.5% |
| Admin fee / account holder | $1,164 | $5,723-79.7% | $6,704-82.6% | $7,234-83.9% |