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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 | $110,174 | $93,598+17.7% | $135,974-19.0% | $75,173+46.6% |
| Participation rate | 13.3% | 75.2%-61.9pp | 81.9%-68.6pp | 67.2%-53.9pp |
| Annual return | 15.23% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $948 | $6,405-85.2% | $7,760-87.8% | $4,126-77.0% |
| Admin fee / account holder | $3,015 | $6,978-56.8% | $10,767-72.0% | $5,651-46.6% |