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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 | $95,404+16.8% | $113,397-1.7% | $82,637+34.9% |
| Participation rate | 22.2% | 72.8%-50.6pp | 76.5%-54.3pp | 68.1%-45.8pp |
| Annual return | 14.55% | 19.08%-4.5pp | 23.20%-8.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,827 | $4,220-56.7% | $5,076-64.0% | $4,126-55.7% |
| Admin fee / account holder | $3,691 | $9,168-59.7% | $11,957-69.1% | $7,339-49.7% |