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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 | $142,894 | $80,983+76.4% | $96,544+48.0% | $75,177+90.1% |
| Participation rate | 47.6% | 71.8%-24.2pp | 76.0%-28.4pp | 67.2%-19.6pp |
| Annual return | 16.18% | 27.05%-10.9pp | 25.88%-9.7pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,676 | $3,929-57.3% | $4,851-65.5% | $4,126-59.4% |
| Admin fee / account holder | $12,813 | $6,717+90.8% | $8,254+55.2% | $5,651+126.7% |