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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 | $102,294 | $126,661-19.2% | $113,397-9.8% | $138,895-26.4% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.5%-12.2pp | 79.9%-15.6pp |
| Annual return | 17.66% | 25.05%-7.4pp | 23.20%-5.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $912 | $5,693-84.0% | $5,076-82.0% | $6,396-85.7% |
| Admin fee / account holder | $2,823 | $14,549-80.6% | $11,957-76.4% | $12,562-77.5% |