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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 | $114,649 | $93,345+22.8% | $119,126-3.8% | $87,485+31.1% |
| Participation rate | 56.3% | 68.7%-12.5pp | 75.8%-19.5pp | 68.9%-12.7pp |
| Annual return | 14.46% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,582 | $4,099-61.4% | $5,318-70.2% | $4,274-63.0% |
| Admin fee / account holder | $922 | $8,039-88.5% | $10,693-91.4% | $7,775-88.1% |