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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 | $111,802 | $81,358+37.4% | $155,556-28.1% | $80,959+38.1% |
| Participation rate | 7.1% | 66.3%-59.1pp | 78.2%-71.1pp | 67.7%-60.5pp |
| Annual return | 16.59% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $386 | $3,455-88.8% | $5,631-93.1% | $4,300-91.0% |
| Admin fee / account holder | $1,097 | $7,994-86.3% | $15,885-93.1% | $6,925-84.2% |