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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 | $101,950+8.7% | $125,529-11.7% | $86,983+27.4% |
| Participation rate | 20.0% | 70.2%-50.2pp | 74.7%-54.7pp | 69.5%-49.5pp |
| Annual return | 11.95% | 18.29%-6.3pp | 202.56%-190.6pp | 25.83%-13.9pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $503 | $3,862-87.0% | $4,813-89.6% | $4,194-88.0% |
| Admin fee / account holder | $2,144 | $12,791-83.2% | $16,298-86.8% | $7,856-72.7% |