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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 | $191,192 | $68,880+177.6% | $120,580+58.6% | $80,959+136.2% |
| Participation rate | 14.6% | 61.7%-47.1pp | 72.0%-57.4pp | 67.7%-53.1pp |
| Annual return | 11.10% | 23.68%-12.6pp | 107.48%-96.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $955 | $3,191-70.1% | $4,995-80.9% | $4,300-77.8% |
| Admin fee / account holder | $1,339 | $5,785-76.9% | $9,418-85.8% | $6,925-80.7% |