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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 | $103,690 | $82,879+25.1% | $96,576+7.4% | $67,986+52.5% |
| Participation rate | 13.5% | 75.2%-61.7pp | 81.4%-68.0pp | 57.2%-43.7pp |
| Annual return | 32.75% | 36.90%-4.1pp | 38.47%-5.7pp | 31.67%+1.1pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,045 | $6,976-85.0% | $7,956-86.9% | $3,358-68.9% |
| Admin fee / account holder | $25,843 | $2,783+828.5% | $11,381+127.1% | $3,203+706.8% |