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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 | $135,905+1.4% | $126,068+9.3% | $198,609-30.6% |
| Participation rate | 46.2% | 85.6%-39.5pp | 84.7%-38.5pp | 82.4%-36.2pp |
| Annual return | 15.47% | 14.07%+1.4pp | 15.01%+0.5pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,818 | $8,523-78.7% | $8,214-77.9% | $6,977-73.9% |
| Admin fee / account holder | $2,139 | $21,036-89.8% | $18,264-88.3% | $19,030-88.8% |