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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 | $110,048 | $86,922+26.6% | $102,438+7.4% | $80,874+36.1% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.2pp |
| Annual return | 13.29% | 18.90%-5.6pp | 29.37%-16.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,208 | $4,119-70.7% | $5,054-76.1% | $4,297-71.9% |
| Admin fee / account holder | $6,641 | $8,050-17.5% | $9,448-29.7% | $6,935-4.2% |