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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 | $138,385-37.8% | $184,243-53.3% | $80,925+6.4% |
| Participation rate | 40.6% | 83.9%-43.3pp | 86.8%-46.2pp | 67.7%-27.1pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.82%-17.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,334 | $7,075-67.0% | $9,132-74.4% | $4,299-45.7% |
| Admin fee / account holder | $7,926 | $10,489-24.4% | $13,914-43.0% | $6,940+14.2% |