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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 | $103,948 | $93,598+11.1% | $135,974-23.6% | $75,173+38.3% |
| Participation rate | 12.5% | 75.2%-62.7pp | 81.9%-69.4pp | 67.2%-54.7pp |
| Annual return | 18.54% | 30.89%-12.3pp | 68.30%-49.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $648 | $6,405-89.9% | $7,760-91.7% | $4,126-84.3% |
| Admin fee / account holder | $514 | $6,978-92.6% | $10,767-95.2% | $5,651-90.9% |