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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 | $126,661+78.9% | $113,397+99.9% | $138,895+63.2% |
| Participation rate | 31.3% | 79.4%-48.2pp | 76.5%-45.2pp | 79.9%-48.7pp |
| Annual return | 11.34% | 25.05%-13.7pp | 23.20%-11.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $949 | $5,693-83.3% | $5,076-81.3% | $6,396-85.2% |
| Admin fee / account holder | $17,606 | $14,549+21.0% | $11,957+47.2% | $12,562+40.1% |