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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 | $60,645 | $65,361-7.2% | $92,903-34.7% | $72,983-16.9% |
| Participation rate | 9.1% | 68.3%-59.2pp | 76.0%-66.9pp | 69.5%-60.4pp |
| Annual return | 23.07% | 42.11%-19.0pp | 109.43%-86.4pp | 81.01%-57.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $923 | $3,128-70.5% | $4,238-78.2% | $3,608-74.4% |
| Admin fee / account holder | $454 | $4,251-89.3% | $5,795-92.2% | $5,124-91.1% |