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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 | $110,829 | $97,648+13.5% | $121,663-8.9% | $87,485+26.7% |
| Participation rate | 20.0% | 70.5%-50.5pp | 74.5%-54.5pp | 68.9%-48.9pp |
| Annual return | 11.95% | 18.03%-6.1pp | 147.54%-135.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $503 | $3,923-87.2% | $4,887-89.7% | $4,274-88.2% |
| Admin fee / account holder | $2,144 | $11,100-80.7% | $14,289-85.0% | $7,775-72.4% |