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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 | $88,157 | $71,878+22.6% | $86,698+1.7% | $68,486+28.7% |
| Participation rate | 28.3% | 72.2%-43.9pp | 76.6%-48.3pp | 67.9%-39.6pp |
| Annual return | 13.71% | 3.53%+10.2pp | 35.95%-22.2pp | -7.85%+21.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,183 | $3,779-68.7% | $4,656-74.6% | $4,028-70.6% |
| Admin fee / account holder | $2,717 | $6,113-55.6% | $7,493-63.7% | $5,404-49.7% |