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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 | $114,031 | $138,393-17.6% | $184,256-38.1% | $80,959+40.9% |
| Participation rate | 46.2% | 83.9%-37.7pp | 86.8%-40.7pp | 67.7%-21.5pp |
| Annual return | 15.00% | 20.01%-5.0pp | 28.85%-13.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,832 | $7,076-74.1% | $9,133-79.9% | $4,300-57.4% |
| Admin fee / account holder | $3,743 | $10,489-64.3% | $13,899-73.1% | $6,925-46.0% |