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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 | $96,233 | $86,938+10.7% | $102,423-6.0% | $80,925+18.9% |
| Participation rate | 19.1% | 72.4%-53.2pp | 76.5%-57.4pp | 67.7%-48.5pp |
| Annual return | 17.35% | 18.89%-1.5pp | 29.42%-12.1pp | 35.65%-18.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $708 | $4,120-82.8% | $5,054-86.0% | $4,299-83.5% |
| Admin fee / account holder | $4,919 | $8,053-38.9% | $9,455-48.0% | $6,940-29.1% |