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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 | $111,899 | $106,524+5.0% | $152,301-26.5% | $87,485+27.9% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.4%-39.6pp | 68.9%-26.1pp |
| Annual return | 15.38% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,097 | $6,525-83.2% | $8,004-86.3% | $4,274-74.3% |
| Admin fee / account holder | $7,976 | $8,287-3.8% | $14,398-44.6% | $7,775+2.6% |