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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 | $105,658 | $77,569+36.2% | $115,599-8.6% | $64,097+64.8% |
| Participation rate | 21.2% | 60.7%-39.5pp | 74.3%-53.1pp | 55.2%-34.0pp |
| Annual return | 34.09% | 18.52%+15.6pp | 111.10%-77.0pp | 34.64%-0.5pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $906 | $3,327-72.8% | $4,889-81.5% | $3,080-70.6% |
| Admin fee / account holder | $12,327 | $4,470+175.8% | $12,841-4.0% | $3,454+256.8% |