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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 | $128,232 | $101,798+26.0% | $165,071-22.3% | $80,935+58.4% |
| Participation rate | 19.4% | 71.8%-52.5pp | 78.6%-59.3pp | 67.7%-48.3pp |
| Annual return | 11.87% | 16.73%-4.9pp | 70.17%-58.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $831 | $4,476-81.4% | $6,035-86.2% | $4,299-80.7% |
| Admin fee / account holder | $317 | $8,221-96.1% | $12,695-97.5% | $6,924-95.4% |