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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 | $95,904+101.4% | $173,730+11.2% | $64,340+200.2% |
| Participation rate | 14.7% | 60.6%-45.9pp | 79.6%-64.9pp | 55.2%-40.5pp |
| Annual return | 14.92% | 17.47%-2.6pp | 19.96%-5.0pp | 24.14%-9.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,482 | $3,488-57.5% | $6,326-76.6% | $2,980-50.3% |
| Admin fee / account holder | $9,965 | $5,089+95.8% | $17,523-43.1% | $3,703+169.1% |