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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 | $85,342 | $83,369+2.4% | $105,223-18.9% | $67,986+25.5% |
| Participation rate | 36.2% | 56.3%-20.1pp | 75.0%-38.9pp | 57.2%-21.0pp |
| Annual return | 17.82% | 24.64%-6.8pp | 180.65%-162.8pp | 31.67%-13.8pp |
| Employer contribution / active EE | $2,526 | $2,541-0.6% | $3,689-31.5% | $2,019+25.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,922 | $4,073-28.2% | $8,859-67.0% | $3,203-8.8% |