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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 | $114,002 | $124,980-8.8% | $108,359+5.2% | $154,746-26.3% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 12.16% | 45.00%-32.8pp | 36.89%-24.7pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $487 | $4,743-89.7% | $4,137-88.2% | $6,730-92.8% |
| Admin fee / account holder | $1,476 | $11,502-87.2% | $9,741-84.8% | $14,365-89.7% |