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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 | $80,886 | $95,904-15.7% | $173,730-53.4% | $64,340+25.7% |
| Participation rate | 23.6% | 60.6%-37.0pp | 79.6%-55.9pp | 55.2%-31.6pp |
| Annual return | 12.76% | 17.47%-4.7pp | 19.96%-7.2pp | 24.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,460 | $3,488-58.1% | $6,326-76.9% | $2,980-51.0% |
| Admin fee / account holder | $5,179 | $5,089+1.8% | $17,523-70.4% | $3,703+39.9% |