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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 | $103,197 | $103,392-0.2% | $87,104+18.5% | $152,897-32.5% |
| Participation rate | 23.1% | 79.4%-56.3pp | 76.9%-53.8pp | 82.5%-59.4pp |
| Annual return | 26.93% | 28.10%-1.2pp | 28.19%-1.3pp | 345.43%-318.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,302 | $4,778-72.8% | $4,048-67.8% | $5,851-77.8% |
| Admin fee / account holder | $2,631 | $12,194-78.4% | $7,491-64.9% | $11,599-77.3% |