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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 | $97,069 | $78,027+24.4% | $178,528-45.6% | $80,925+20.0% |
| Participation rate | 36.1% | 65.7%-29.6pp | 77.1%-41.0pp | 67.7%-31.5pp |
| Annual return | 18.10% | 18.09%0pp | 27.11%-9.0pp | 35.65%-17.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,259 | $4,408-71.4% | $6,278-80.0% | $4,299-70.7% |
| Admin fee / account holder | $361 | $7,168-95.0% | $10,419-96.5% | $6,940-94.8% |