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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 | $97,503 | $86,298+13.0% | $111,308-12.4% | $85,847+13.6% |
| Participation rate | 65.2% | 73.3%-8.1pp | 77.3%-12.1pp | 69.3%-4.1pp |
| Annual return | 12.56% | 19.99%-7.4pp | 54.67%-42.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,231 | $3,641-66.2% | $4,487-72.6% | $3,952-68.9% |
| Admin fee / account holder | $902 | $8,189-89.0% | $7,965-88.7% | $6,261-85.6% |