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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 | $100,194+3.5% | $122,979-15.7% | $86,983+19.3% |
| Participation rate | 8.8% | 73.0%-64.1pp | 77.2%-68.4pp | 69.5%-60.7pp |
| Annual return | 11.31% | 16.47%-5.2pp | 20.12%-8.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $98 | $4,133-97.6% | $5,003-98.0% | $4,194-97.7% |
| Admin fee / account holder | $1,204 | $10,148-88.1% | $12,864-90.6% | $7,856-84.7% |