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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 | $131,723 | $72,269+82.3% | $101,271+30.1% | $79,852+65.0% |
| Participation rate | 5.8% | 68.5%-62.7pp | 75.8%-70.0pp | 69.6%-63.8pp |
| Annual return | 18.84% | 22.29%-3.5pp | 46.48%-27.6pp | 31.72%-12.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $430 | $3,282-86.9% | $4,371-90.2% | $3,740-88.5% |
| Admin fee / account holder | $634 | $4,401-85.6% | $5,948-89.3% | $5,306-88.1% |