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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 | $95,404+36.8% | $113,397+15.1% | $82,637+57.9% |
| Participation rate | 38.5% | 72.8%-34.4pp | 76.5%-38.0pp | 68.1%-29.6pp |
| Annual return | 15.87% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,341 | $4,220-68.2% | $5,076-73.6% | $4,126-67.5% |
| Admin fee / account holder | $2,083 | $9,168-77.3% | $11,957-82.6% | $7,339-71.6% |