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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 | $107,477 | $100,784+6.6% | $191,597-43.9% | $82,637+30.1% |
| Participation rate | 20.5% | 70.5%-49.9pp | 76.9%-56.4pp | 68.1%-47.5pp |
| Annual return | 15.24% | 18.13%-2.9pp | 27.07%-11.8pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $805 | $4,937-83.7% | $6,850-88.2% | $4,126-80.5% |
| Admin fee / account holder | $2,531 | $10,062-74.8% | $22,799-88.9% | $7,339-65.5% |