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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 | $87,454 | $81,504+7.3% | $102,437-14.6% | $80,959+8.0% |
| Participation rate | 20.0% | 66.9%-46.9pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 15.66% | 25.60%-9.9pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,257 | $3,871-67.5% | $5,060-75.2% | $4,300-70.8% |
| Admin fee / account holder | $381 | $6,719-94.3% | $8,388-95.5% | $6,925-94.5% |