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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 | $106,320 | $110,410-3.7% | $102,437+3.8% | $145,897-27.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 16.41% | 24.85%-8.4pp | 24.95%-8.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,271 | $5,622-77.4% | $5,060-74.9% | $6,689-81.0% |
| Admin fee / account holder | $3,627 | $9,745-62.8% | $8,388-56.8% | $13,390-72.9% |