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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 | $114,712-10.1% | $173,730-40.7% | $87,485+17.8% |
| Participation rate | 21.6% | 73.0%-51.4pp | 79.6%-58.0pp | 68.9%-47.4pp |
| Annual return | 16.62% | 20.18%-3.6pp | 19.96%-3.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,345 | $4,642-71.0% | $6,326-78.7% | $4,274-68.5% |
| Admin fee / account holder | $4,452 | $10,210-56.4% | $17,523-74.6% | $7,775-42.7% |