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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 | $95,180 | $76,834+23.9% | $108,359-12.2% | $87,485+8.8% |
| Participation rate | 44.1% | 61.7%-17.6pp | 70.1%-26.0pp | 68.9%-24.8pp |
| Annual return | 14.01% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,217 | $3,100-60.7% | $4,137-70.6% | $4,274-71.5% |
| Admin fee / account holder | $2,380 | $6,537-63.6% | $9,741-75.6% | $7,775-69.4% |