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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 | $103,073 | $108,825-5.3% | $156,181-34.0% | $82,448+25.0% |
| Participation rate | 21.6% | 72.4%-50.8pp | 78.8%-57.3pp | 68.1%-46.5pp |
| Annual return | 16.62% | 20.59%-4.0pp | 64.87%-48.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,345 | $4,577-70.6% | $6,132-78.1% | $4,139-67.5% |
| Admin fee / account holder | $4,452 | $9,341-52.3% | $14,586-69.5% | $7,234-38.5% |