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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 | $92,811+15.8% | $238,191-54.9% | $86,983+23.6% |
| Participation rate | 20.5% | 69.3%-48.8pp | 77.1%-56.6pp | 69.5%-49.0pp |
| Annual return | 15.24% | 16.16%-0.9pp | 13.02%+2.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,728-100.0% | $5,082-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $805 | $4,479-82.0% | $6,726-88.0% | $4,194-80.8% |
| Admin fee / account holder | $2,531 | $9,177-72.4% | $34,582-92.7% | $7,856-67.8% |