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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 | $82,018 | $101,798-19.4% | $165,071-50.3% | $80,935+1.3% |
| Participation rate | 23.4% | 71.8%-48.4pp | 78.6%-55.2pp | 67.7%-44.3pp |
| Annual return | 18.91% | 16.73%+2.2pp | 70.17%-51.3pp | 35.66%-16.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,643 | $4,476-63.3% | $6,035-72.8% | $4,299-61.8% |
| Admin fee / account holder | $5,279 | $8,221-35.8% | $12,695-58.4% | $6,924-23.8% |