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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 | $105,571 | $145,431-27.4% | $211,142-50.0% | $87,485+20.7% |
| Participation rate | 22.2% | 84.7%-62.5pp | 87.3%-65.1pp | 68.9%-46.7pp |
| Annual return | 15.47% | 27.21%-11.7pp | 46.84%-31.4pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,243 | $6,859-81.9% | $9,284-86.6% | $4,274-70.9% |
| Admin fee / account holder | $8,823 | $17,052-48.3% | $19,076-53.8% | $7,775+13.5% |