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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 | $96,883 | $96,491+0.4% | $75,894+27.7% | $152,885-36.6% |
| Participation rate | 31.3% | 76.2%-44.9pp | 69.3%-38.0pp | 82.5%-51.2pp |
| Annual return | 14.34% | 33.98%-19.6pp | 30.76%-16.4pp | 345.39%-331.1pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $969 | $4,553-78.7% | $3,603-73.1% | $5,851-83.4% |
| Admin fee / account holder | $2,194 | $8,079-72.8% | $5,420-59.5% | $11,598-81.1% |