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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 | $113,896 | $106,749+6.7% | $145,433-21.7% | $82,448+38.1% |
| Participation rate | 15.4% | 75.6%-60.3pp | 82.1%-66.7pp | 68.1%-52.7pp |
| Annual return | 17.23% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,019 | $6,519-84.4% | $7,897-87.1% | $4,139-75.4% |
| Admin fee / account holder | $5,210 | $8,390-37.9% | $13,129-60.3% | $7,234-28.0% |