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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 | $106,749-6.5% | $145,433-31.3% | $82,448+21.1% |
| Participation rate | 29.3% | 75.6%-46.4pp | 82.1%-52.9pp | 68.1%-38.8pp |
| Annual return | 14.40% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,078 | $6,519-83.5% | $7,897-86.4% | $4,139-74.0% |
| Admin fee / account holder | $3,694 | $8,390-56.0% | $13,129-71.9% | $7,234-48.9% |