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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 | $114,661 | $108,825+5.4% | $156,181-26.6% | $82,448+39.1% |
| Participation rate | 30.3% | 72.4%-42.1pp | 78.8%-48.5pp | 68.1%-37.8pp |
| Annual return | 14.64% | 20.59%-6.0pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,824 | $4,577-60.2% | $6,132-70.3% | $4,139-55.9% |
| Admin fee / account holder | $34,860 | $9,341+273.2% | $14,586+139.0% | $7,234+381.9% |