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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 | $84,945 | $106,864-20.5% | $147,318-42.3% | $82,637+2.8% |
| Participation rate | 29.4% | 75.5%-46.1pp | 82.1%-52.7pp | 68.1%-38.6pp |
| Annual return | 20.37% | 27.49%-7.1pp | 70.43%-50.1pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,771 | $6,496-72.7% | $7,906-77.6% | $4,126-57.1% |
| Admin fee / account holder | $3,210 | $8,415-61.9% | $13,708-76.6% | $7,339-56.3% |