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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 | $102,869 | $67,602+52.2% | $82,312+25.0% | $70,126+46.7% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.9%-22.1pp | 69.5%-14.7pp |
| Annual return | 12.24% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,297 | $2,987-56.6% | $3,706-65.0% | $3,332-61.1% |
| Admin fee / account holder | $5,494 | $4,512+21.8% | $5,608-2.0% | $4,645+18.3% |