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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 | $96,140 | $138,386-30.5% | $184,260-47.8% | $80,935+18.8% |
| Participation rate | 24.1% | 83.9%-59.8pp | 86.8%-62.7pp | 67.7%-43.5pp |
| Annual return | 17.57% | 20.02%-2.4pp | 28.84%-11.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $920 | $7,076-87.0% | $9,133-89.9% | $4,299-78.6% |
| Admin fee / account holder | $395 | $10,489-96.2% | $13,898-97.2% | $6,924-94.3% |