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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 | $123,925 | $104,098+19.0% | $140,514-11.8% | $94,015+31.8% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 10.10% | 15.14%-5.0pp | 14.36%-4.3pp | 17.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,686 | $4,033-58.2% | $4,919-65.7% | $4,249-60.3% |
| Admin fee / account holder | $62,963 | $10,439+503.2% | $13,697+359.7% | $8,951+603.4% |