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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 | $111,440 | $100,194+11.2% | $122,979-9.4% | $86,983+28.1% |
| Participation rate | 22.2% | 73.0%-50.7pp | 77.2%-55.0pp | 69.5%-47.3pp |
| Annual return | 14.55% | 16.47%-1.9pp | 20.12%-5.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,827 | $4,133-55.8% | $5,003-63.5% | $4,194-56.4% |
| Admin fee / account holder | $3,691 | $10,148-63.6% | $12,864-71.3% | $7,856-53.0% |