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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 | $119,661 | $138,393-13.5% | $184,256-35.1% | $80,959+47.8% |
| Participation rate | 16.7% | 83.9%-67.2pp | 86.8%-70.2pp | 67.7%-51.0pp |
| Annual return | 11.79% | 20.01%-8.2pp | 28.85%-17.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,664 | $7,076-76.5% | $9,133-81.8% | $4,300-61.3% |
| Admin fee / account holder | $1,904 | $10,489-81.8% | $13,899-86.3% | $6,925-72.5% |