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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 | $93,452 | $87,106+7.3% | $105,607-11.5% | $80,935+15.5% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.3%-35.3pp | 67.7%-27.7pp |
| Annual return | 10.26% | 17.01%-6.7pp | 116.11%-105.8pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,007 | $3,986-74.7% | $5,011-79.9% | $4,299-76.6% |
| Admin fee / account holder | $16,075 | $8,447+90.3% | $10,958+46.7% | $6,924+132.2% |