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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 | $89,721 | $73,955+21.3% | $96,520-7.0% | $75,181+19.3% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 14.63% | 26.72%-12.1pp | 35.72%-21.1pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $942 | $3,659-74.3% | $4,879-80.7% | $4,126-77.2% |
| Admin fee / account holder | $6,011 | $5,217+15.2% | $6,733-10.7% | $5,650+6.4% |