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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 | $103,090 | $108,825-5.3% | $156,181-34.0% | $82,448+25.0% |
| Participation rate | 23.3% | 72.4%-49.0pp | 78.8%-55.5pp | 68.1%-44.7pp |
| Annual return | 12.98% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,096 | $4,577-76.1% | $6,132-82.1% | $4,139-73.5% |
| Admin fee / account holder | $4,746 | $9,341-49.2% | $14,586-67.5% | $7,234-34.4% |