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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 | $167,015 | $61,605+171.1% | $112,273+48.8% | $75,173+122.2% |
| Participation rate | 13.0% | 61.7%-48.7pp | 72.4%-59.5pp | 67.2%-54.2pp |
| Annual return | 13.74% | 28.47%-14.7pp | 30.23%-16.5pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $581 | $3,108-81.3% | $4,800-87.9% | $4,126-85.9% |
| Admin fee / account holder | $1,221 | $4,862-74.9% | $7,752-84.2% | $5,651-78.4% |