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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 | $108,159 | $94,031+15.0% | $115,768-6.6% | $82,448+31.2% |
| Participation rate | 25.5% | 70.4%-44.9pp | 74.4%-48.9pp | 68.1%-42.6pp |
| Annual return | 14.94% | 20.61%-5.7pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $511 | $3,972-87.1% | $4,917-89.6% | $4,139-87.7% |
| Admin fee / account holder | $6,327 | $10,249-38.3% | $12,439-49.1% | $7,234-12.5% |