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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 | $121,700 | $80,753+50.7% | $136,298-10.7% | $62,293+95.4% |
| Participation rate | 29.5% | 73.5%-44.1pp | 81.9%-52.5pp | 69.5%-40.1pp |
| Annual return | 18.71% | 35.83%-17.1pp | 5156.27%-5137.6pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,114 | $5,164-78.4% | $6,247-82.2% | $3,169-64.9% |
| Admin fee / account holder | $1,675 | $525+218.8% | $9,244-81.9% | $479+249.5% |