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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 | $108,633 | $65,367+66.2% | $92,915+16.9% | $72,976+48.9% |
| Participation rate | 14.3% | 68.3%-54.0pp | 76.0%-61.7pp | 69.5%-55.2pp |
| Annual return | 26.17% | 42.11%-15.9pp | 109.45%-83.3pp | 81.02%-54.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $984 | $3,128-68.5% | $4,238-76.8% | $3,608-72.7% |
| Admin fee / account holder | $1,707 | $4,251-59.8% | $5,796-70.5% | $5,124-66.7% |