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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 | $102,609+42.3% | $98,090+48.8% | $138,895+5.1% |
| Participation rate | 16.7% | 82.8%-66.1pp | 81.5%-64.9pp | 79.9%-63.3pp |
| Annual return | 16.06% | 36.44%-20.4pp | 37.05%-21.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,711 | $8,167-79.0% | $7,845-78.2% | $6,396-73.2% |
| Admin fee / account holder | $10,337 | $11,434-9.6% | $11,815-12.5% | $12,562-17.7% |