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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 | $95,363 | $89,364+6.7% | $141,177-32.5% | $72,983+30.7% |
| Participation rate | 41.4% | 75.1%-33.7pp | 82.5%-41.1pp | 69.5%-28.1pp |
| Annual return | 24.29% | 111.86%-87.6pp | 71.40%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,061 | $5,419-80.4% | $6,710-84.2% | $3,608-70.6% |
| Admin fee / account holder | $509 | $5,959-91.5% | $10,263-95.0% | $5,124-90.1% |