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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 | $97,516 | $87,132+11.9% | $105,624-7.7% | $80,959+20.5% |
| Participation rate | 26.5% | 70.4%-43.9pp | 75.3%-48.7pp | 67.7%-41.1pp |
| Annual return | 14.01% | 17.03%-3.0pp | 116.20%-102.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $489 | $3,985-87.7% | $5,013-90.3% | $4,300-88.6% |
| Admin fee / account holder | $15,291 | $8,449+81.0% | $10,961+39.5% | $6,925+120.8% |