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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 | $106,864+6.6% | $147,318-22.7% | $82,637+37.8% |
| Participation rate | 15.4% | 75.5%-60.1pp | 82.1%-66.7pp | 68.1%-52.7pp |
| Annual return | 17.23% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,019 | $6,496-84.3% | $7,906-87.1% | $4,126-75.3% |
| Admin fee / account holder | $5,210 | $8,415-38.1% | $13,708-62.0% | $7,339-29.0% |