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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 | $109,203 | $91,559+19.3% | $133,971-18.5% | $79,852+36.8% |
| Participation rate | 64.2% | 73.3%-9.2pp | 79.8%-15.7pp | 69.6%-5.5pp |
| Annual return | 27.05% | 61.85%-34.8pp | 45.09%-18.0pp | 31.72%-4.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,509 | $3,734-59.6% | $5,047-70.1% | $3,740-59.6% |
| Admin fee / account holder | $363 | $6,321-94.3% | $8,929-95.9% | $5,306-93.2% |