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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 | $149,446-29.4% | $256,809-58.9% | $94,015+12.3% |
| Participation rate | 22.2% | 85.3%-63.1pp | 88.5%-66.3pp | 70.8%-48.6pp |
| Annual return | 15.47% | 17.55%-2.1pp | 32.73%-17.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,243 | $6,491-80.8% | $9,520-86.9% | $4,249-70.7% |
| Admin fee / account holder | $8,823 | $24,035-63.3% | $25,146-64.9% | $8,951-1.4% |