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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 | $137,831 | $100,970+36.5% | $96,576+42.7% | $137,256+0.4% |
| Participation rate | 46.2% | 82.6%-36.5pp | 81.4%-35.3pp | 80.0%-33.8pp |
| Annual return | 15.47% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,818 | $8,286-78.1% | $7,956-77.1% | $6,407-71.6% |
| Admin fee / account holder | $2,139 | $11,312-81.1% | $11,381-81.2% | $12,270-82.6% |