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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 | $86,922+33.7% | $102,438+13.4% | $80,874+43.7% |
| Participation rate | 36.7% | 72.4%-35.7pp | 76.5%-39.8pp | 67.6%-31.0pp |
| Annual return | 13.57% | 18.90%-5.3pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,799 | $4,119-56.3% | $5,054-64.4% | $4,297-58.1% |
| Admin fee / account holder | $19,944 | $8,050+147.8% | $9,448+111.1% | $6,935+187.6% |