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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 | $102,754 | $76,371+34.5% | $93,621+9.8% | $72,975+40.8% |
| Participation rate | 60.5% | 71.8%-11.2pp | 75.8%-15.3pp | 69.5%-9.0pp |
| Annual return | 20.78% | 25.82%-5.0pp | 32.76%-12.0pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $3,538-64.9% | $4,070-69.5% | $3,608-65.6% |
| Admin fee / account holder | $1,478 | $6,839-78.4% | $7,890-81.3% | $5,124-71.2% |