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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 | $143,969-26.7% | $199,883-47.2% | $82,637+27.8% |
| Participation rate | 22.2% | 84.1%-61.9pp | 86.8%-64.5pp | 68.1%-45.8pp |
| Annual return | 15.47% | 25.67%-10.2pp | 43.81%-28.3pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,243 | $6,937-82.1% | $9,138-86.4% | $4,126-69.9% |
| Admin fee / account holder | $8,823 | $14,597-39.6% | $17,268-48.9% | $7,339+20.2% |