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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 | $96,931 | $100,194-3.3% | $122,979-21.2% | $86,983+11.4% |
| Participation rate | 27.0% | 73.0%-46.0pp | 77.2%-50.2pp | 69.5%-42.6pp |
| Annual return | 14.05% | 16.47%-2.4pp | 20.12%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,037 | $4,133-74.9% | $5,003-79.3% | $4,194-75.3% |
| Admin fee / account holder | $4,724 | $10,148-53.4% | $12,864-63.3% | $7,856-39.9% |