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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 | $133,472 | $78,423+70.2% | $95,964+39.1% | $79,856+67.1% |
| Participation rate | 48.0% | 73.5%-25.5pp | 77.1%-29.1pp | 69.6%-21.6pp |
| Annual return | 16.00% | 19.37%-3.4pp | 91.64%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,014 | $3,440-70.5% | $4,167-75.7% | $3,741-72.9% |
| Admin fee / account holder | $2,578 | $5,622-54.1% | $6,797-62.1% | $5,306-51.4% |