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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 | $99,856 | $106,864-6.6% | $147,318-32.2% | $82,637+20.8% |
| Participation rate | 29.3% | 75.5%-46.2pp | 82.1%-52.8pp | 68.1%-38.8pp |
| Annual return | 14.40% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,078 | $6,496-83.4% | $7,906-86.4% | $4,126-73.9% |
| Admin fee / account holder | $3,694 | $8,415-56.1% | $13,708-73.1% | $7,339-49.7% |