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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 | $86,133 | $138,393-37.8% | $184,256-53.3% | $80,959+6.4% |
| Participation rate | 40.6% | 83.9%-43.3pp | 86.8%-46.2pp | 67.7%-27.1pp |
| Annual return | 11.56% | 20.01%-8.4pp | 28.85%-17.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,334 | $7,076-67.0% | $9,133-74.4% | $4,300-45.7% |
| Admin fee / account holder | $7,926 | $10,489-24.4% | $13,899-43.0% | $6,925+14.5% |