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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 | $184,050 | $126,661+45.3% | $113,397+62.3% | $138,895+32.5% |
| Participation rate | 23.5% | 79.4%-55.9pp | 76.5%-53.0pp | 79.9%-56.4pp |
| Annual return | 20.93% | 25.05%-4.1pp | 23.20%-2.3pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $878 | $5,693-84.6% | $5,076-82.7% | $6,396-86.3% |
| Admin fee / account holder | $6,465 | $14,549-55.6% | $11,957-45.9% | $12,562-48.5% |