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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 | $110,886 | $94,436+17.4% | $115,599-4.1% | $82,637+34.2% |
| Participation rate | 36.7% | 70.4%-33.8pp | 74.3%-37.6pp | 68.1%-31.4pp |
| Annual return | 14.93% | 18.37%-3.4pp | 111.10%-96.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $489 | $3,955-87.6% | $4,889-90.0% | $4,126-88.1% |
| Admin fee / account holder | $313 | $10,328-97.0% | $12,841-97.6% | $7,339-95.7% |