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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 | $103,730 | $104,098-0.4% | $140,514-26.2% | $94,015+10.3% |
| Participation rate | 8.8% | 73.7%-64.9pp | 77.8%-69.0pp | 70.8%-62.0pp |
| Annual return | 11.31% | 15.14%-3.8pp | 14.36%-3.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $98 | $4,033-97.6% | $4,919-98.0% | $4,249-97.7% |
| Admin fee / account holder | $1,204 | $10,439-88.5% | $13,697-91.2% | $8,951-86.6% |