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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 | $107,793 | $81,403+32.4% | $147,027-26.7% | $87,485+23.2% |
| Participation rate | 19.5% | 63.4%-44.0pp | 73.7%-54.3pp | 68.9%-49.5pp |
| Annual return | 14.76% | 16.51%-1.7pp | 20.23%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $815 | $3,315-75.4% | $4,933-83.5% | $4,274-80.9% |
| Admin fee / account holder | $1,642 | $6,755-75.7% | $12,223-86.6% | $7,775-78.9% |