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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 | $109,456 | $67,602+61.9% | $82,312+33.0% | $70,126+56.1% |
| Participation rate | 35.8% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.7pp |
| Annual return | 16.09% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,201 | $2,987-59.8% | $3,706-67.6% | $3,332-64.0% |
| Admin fee / account holder | $5,904 | $4,512+30.9% | $5,608+5.3% | $4,645+27.1% |