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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 | $114,084 | $96,731+17.9% | $123,973-8.0% | $86,983+31.2% |
| Participation rate | 33.3% | 70.0%-36.7pp | 76.7%-43.3pp | 69.5%-36.2pp |
| Annual return | 17.58% | 17.33%+0.3pp | 388.13%-370.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,686 | $4,152-59.4% | $5,247-67.9% | $4,194-59.8% |
| Admin fee / account holder | $3,795 | $8,722-56.5% | $11,799-67.8% | $7,856-51.7% |