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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 | $108,279 | $177,595-39.0% | $148,496-27.1% | $198,609-45.5% |
| Participation rate | 35.7% | 79.3%-43.5pp | 76.0%-40.3pp | 82.4%-46.7pp |
| Annual return | 15.18% | 9.97%+5.2pp | 12.33%+2.9pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $232 | $5,539-95.8% | $4,808-95.2% | $6,977-96.7% |
| Admin fee / account holder | $40,675 | $27,010+50.6% | $19,547+108.1% | $19,030+113.7% |