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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 | $116,193 | $86,949+33.6% | $102,460+13.4% | $80,959+43.5% |
| Participation rate | 36.7% | 72.4%-35.7pp | 76.5%-39.8pp | 67.7%-31.0pp |
| Annual return | 13.57% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,799 | $4,121-56.4% | $5,056-64.4% | $4,300-58.2% |
| Admin fee / account holder | $19,944 | $8,048+147.8% | $9,460+110.8% | $6,925+188.0% |