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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 | $106,939 | $78,423+36.4% | $95,964+11.4% | $79,856+33.9% |
| Participation rate | 35.6% | 73.5%-37.9pp | 77.1%-41.5pp | 69.6%-34.1pp |
| Annual return | 12.91% | 19.37%-6.5pp | 91.64%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $868 | $3,440-74.8% | $4,167-79.2% | $3,741-76.8% |
| Admin fee / account holder | $7,062 | $5,622+25.6% | $6,797+3.9% | $5,306+33.1% |