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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 | $193,162 | $91,760+110.5% | $156,181+23.7% | $67,986+184.1% |
| Participation rate | 14.7% | 65.0%-50.3pp | 78.8%-64.1pp | 57.2%-42.5pp |
| Annual return | 14.92% | 18.14%-3.2pp | 64.87%-50.0pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,482 | $3,960-62.6% | $6,132-75.8% | $3,358-55.9% |
| Admin fee / account holder | $9,965 | $3,949+152.4% | $14,586-31.7% | $3,203+211.1% |