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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 | $99,239 | $54,757+81.2% | $90,304+9.9% | $72,975+36.0% |
| Participation rate | 20.6% | 65.2%-44.6pp | 73.3%-52.7pp | 69.5%-48.9pp |
| Annual return | 24.53% | 30.63%-6.1pp | 78.13%-53.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $756 | $2,887-73.8% | $3,885-80.5% | $3,608-79.0% |
| Admin fee / account holder | $1,554 | $3,973-60.9% | $5,354-71.0% | $5,124-69.7% |