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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 | $100,612 | $97,550+3.1% | $120,344-16.4% | $87,485+15.0% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.7%-49.1pp | 68.9%-41.3pp |
| Annual return | 16.24% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $825 | $4,230-80.5% | $5,135-83.9% | $4,274-80.7% |
| Admin fee / account holder | $2,936 | $9,543-69.2% | $12,742-77.0% | $7,775-62.2% |