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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 | $115,841 | $105,284+10.0% | $150,734-23.1% | $94,015+23.2% |
| Participation rate | 55.3% | 71.7%-16.4pp | 78.4%-23.1pp | 70.8%-15.5pp |
| Annual return | 12.36% | 15.67%-3.3pp | 600.81%-588.4pp | 17.84%-5.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,629 | $4,274-61.9% | $5,610-71.0% | $4,249-61.7% |
| Admin fee / account holder | $7,273 | $9,839-26.1% | $14,905-51.2% | $8,951-18.7% |