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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 | $102,609+34.3% | $98,090+40.5% | $138,895-0.8% |
| Participation rate | 46.2% | 82.8%-36.6pp | 81.5%-35.4pp | 79.9%-33.8pp |
| Annual return | 15.47% | 36.44%-21.0pp | 37.05%-21.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,818 | $8,167-77.7% | $7,845-76.8% | $6,396-71.6% |
| Admin fee / account holder | $2,139 | $11,434-81.3% | $11,815-81.9% | $12,562-83.0% |