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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 | $106,373 | $86,298+23.3% | $111,308-4.4% | $85,847+23.9% |
| Participation rate | 7.2% | 73.3%-66.1pp | 77.3%-70.1pp | 69.3%-62.1pp |
| Annual return | 11.21% | 19.99%-8.8pp | 54.67%-43.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $673 | $3,641-81.5% | $4,487-85.0% | $3,952-83.0% |
| Admin fee / account holder | $2,411 | $8,189-70.6% | $7,965-69.7% | $6,261-61.5% |