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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 | $226,635 | $138,312+63.9% | $122,979+84.3% | $155,188+46.0% |
| Participation rate | 31.3% | 80.2%-48.9pp | 77.2%-45.9pp | 80.8%-49.6pp |
| Annual return | 11.34% | 22.06%-10.7pp | 20.12%-8.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $949 | $5,592-83.0% | $5,003-81.0% | $6,531-85.5% |
| Admin fee / account holder | $17,606 | $15,089+16.7% | $12,864+36.9% | $14,480+21.6% |