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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 | $83,228 | $63,082+31.9% | $81,726+1.8% | $79,856+4.2% |
| Participation rate | 53.8% | 67.5%-13.7pp | 72.0%-18.2pp | 69.6%-15.8pp |
| Annual return | 12.65% | 22.66%-10.0pp | 29.49%-16.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $617 | $2,780-77.8% | $7,108-91.3% | $3,741-83.5% |
| Admin fee / account holder | $1,438 | $4,428-67.5% | $5,160-72.1% | $5,306-72.9% |