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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 | $106,133 | $56,894+86.5% | $84,753+25.2% | $62,881+68.8% |
| Participation rate | 31.7% | 68.5%-36.9pp | 76.6%-44.9pp | 69.3%-37.6pp |
| Annual return | 5.92% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $961 | $2,709-64.5% | $3,712-74.1% | $3,203-70.0% |
| Admin fee / account holder | $28,487 | $3,581+695.5% | $5,333+434.2% | $4,296+563.2% |