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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 | $138,312+33.1% | $122,979+49.7% | $155,188+18.6% |
| Participation rate | 23.5% | 80.2%-56.7pp | 77.2%-53.7pp | 80.8%-57.3pp |
| Annual return | 20.93% | 22.06%-1.1pp | 20.12%+0.8pp | 148.84%-127.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $878 | $5,592-84.3% | $5,003-82.4% | $6,531-86.6% |
| Admin fee / account holder | $6,465 | $15,089-57.2% | $12,864-49.7% | $14,480-55.3% |