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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 | $98,237 | $87,733+12.0% | $106,554-7.8% | $85,851+14.4% |
| Participation rate | 51.1% | 71.9%-20.9pp | 76.1%-25.1pp | 69.3%-18.3pp |
| Annual return | 20.52% | 21.86%-1.3pp | 26.80%-6.3pp | 318.63%-298.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,129 | $3,469-67.5% | $4,398-74.3% | $3,952-71.4% |
| Admin fee / account holder | $1,339 | $6,767-80.2% | $7,408-81.9% | $6,261-78.6% |