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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 | $130,523 | $95,453+36.7% | $112,040+16.5% | $82,448+58.3% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.5%-38.0pp | 68.1%-29.6pp |
| Annual return | 15.87% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,341 | $4,224-68.3% | $5,098-73.7% | $4,139-67.6% |
| Admin fee / account holder | $2,083 | $9,013-76.9% | $12,098-82.8% | $7,234-71.2% |