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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 | $97,648+10.8% | $121,663-11.1% | $87,485+23.6% |
| Participation rate | 25.5% | 70.5%-45.0pp | 74.5%-49.0pp | 68.9%-43.4pp |
| Annual return | 14.94% | 18.03%-3.1pp | 147.54%-132.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $511 | $3,923-87.0% | $4,887-89.6% | $4,274-88.1% |
| Admin fee / account holder | $6,327 | $11,100-43.0% | $14,289-55.7% | $7,775-18.6% |