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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 | $106,752 | $99,994+6.8% | $146,643-27.2% | $85,847+24.4% |
| Participation rate | 21.7% | 73.1%-51.4pp | 80.1%-58.4pp | 69.3%-47.7pp |
| Annual return | 17.72% | 18.93%-1.2pp | 22.75%-5.0pp | 318.61%-300.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,811 | $4,006-54.8% | $5,506-67.1% | $3,952-54.2% |
| Admin fee / account holder | $4,198 | $7,703-45.5% | $10,280-59.2% | $6,261-32.9% |