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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 | $81,524 | $95,904-15.0% | $173,730-53.1% | $64,340+26.7% |
| Participation rate | 17.6% | 60.6%-43.0pp | 79.6%-62.0pp | 55.2%-37.6pp |
| Annual return | 12.82% | 17.47%-4.6pp | 19.96%-7.1pp | 24.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $963 | $3,488-72.4% | $6,326-84.8% | $2,980-67.7% |
| Admin fee / account holder | $1,235 | $5,089-75.7% | $17,523-93.0% | $3,703-66.6% |