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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 | $117,373 | $71,215+64.8% | $93,696+25.3% | $80,935+45.0% |
| Participation rate | 15.8% | 60.4%-44.6pp | 68.7%-52.9pp | 67.7%-51.9pp |
| Annual return | 11.91% | 11.27%+0.6pp | 133.74%-121.8pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,069 | $4,037-73.5% | $4,417-75.8% | $4,299-75.1% |
| Admin fee / account holder | $4,642 | $6,958-33.3% | $8,287-44.0% | $6,924-33.0% |