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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 | $145,988 | $135,905+7.4% | $126,068+15.8% | $198,609-26.5% |
| Participation rate | 16.7% | 85.6%-69.0pp | 84.7%-68.0pp | 82.4%-65.7pp |
| Annual return | 16.06% | 14.07%+2.0pp | 15.01%+1.0pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,711 | $8,523-79.9% | $8,214-79.2% | $6,977-75.5% |
| Admin fee / account holder | $10,337 | $21,036-50.9% | $18,264-43.4% | $19,030-45.7% |