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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 | $108,039 | $73,787+46.4% | $98,716+9.4% | $82,448+31.0% |
| Participation rate | 33.8% | 61.4%-27.6pp | 69.3%-35.4pp | 68.1%-34.2pp |
| Annual return | 14.64% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $628 | $3,081-79.6% | $4,048-84.5% | $4,139-84.8% |
| Admin fee / account holder | $6,108 | $6,500-6.0% | $8,703-29.8% | $7,234-15.6% |