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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 | $78,015+24.4% | $178,505-45.6% | $80,959+19.9% |
| Participation rate | 36.1% | 65.7%-29.6pp | 77.1%-41.0pp | 67.7%-31.6pp |
| Annual return | 18.10% | 18.10%0pp | 27.16%-9.1pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,259 | $4,406-71.4% | $6,280-80.0% | $4,300-70.7% |
| Admin fee / account holder | $361 | $7,160-95.0% | $10,428-96.5% | $6,925-94.8% |