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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 | $91,732 | $46,877+95.7% | $122,354-25.0% | $70,126+30.8% |
| Participation rate | 17.2% | 58.2%-41.0pp | 71.6%-54.4pp | 69.5%-52.3pp |
| Annual return | 13.23% | 24.22%-11.0pp | 30.28%-17.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $545 | $2,167-74.8% | $3,287-83.4% | $3,332-83.6% |
| Admin fee / account holder | $1,745 | $3,324-47.5% | $5,479-68.2% | $4,645-62.4% |