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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 | $101,752+26.0% | $164,928-22.2% | $80,911+58.5% |
| Participation rate | 19.4% | 71.8%-52.5pp | 78.6%-59.3pp | 67.6%-48.3pp |
| Annual return | 11.87% | 16.73%-4.9pp | 70.08%-58.2pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $831 | $4,477-81.4% | $6,034-86.2% | $4,297-80.7% |
| Admin fee / account holder | $317 | $8,218-96.1% | $12,684-97.5% | $6,935-95.4% |