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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 | $129,462 | $145,431-11.0% | $211,142-38.7% | $87,485+48.0% |
| Participation rate | 31.4% | 84.7%-53.3pp | 87.3%-55.9pp | 68.9%-37.5pp |
| Annual return | 13.07% | 27.21%-14.1pp | 46.84%-33.8pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,139 | $6,859-68.8% | $9,284-77.0% | $4,274-50.0% |
| Admin fee / account holder | $9,701 | $17,052-43.1% | $19,076-49.1% | $7,775+24.8% |