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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 | $93,318 | $72,273+29.1% | $101,275-7.9% | $79,856+16.9% |
| Participation rate | 32.0% | 68.5%-36.5pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | 15.73% | 22.30%-6.6pp | 46.48%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $984 | $3,282-70.0% | $4,371-77.5% | $3,741-73.7% |
| Admin fee / account holder | $576 | $4,401-86.9% | $5,948-90.3% | $5,306-89.1% |