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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 | $147,348 | $99,345+48.3% | $84,753+73.9% | $273,972-46.2% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.78% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $784 | $4,270-81.6% | $3,712-78.9% | $5,287-85.2% |
| Admin fee / account holder | $18,178 | $6,645+173.5% | $5,333+240.8% | $10,133+79.4% |