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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 | $136,575 | $78,015+75.1% | $178,505-23.5% | $80,959+68.7% |
| Participation rate | 41.9% | 65.7%-23.7pp | 77.1%-35.2pp | 67.7%-25.7pp |
| Annual return | 12.42% | 18.10%-5.7pp | 27.16%-14.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,122 | $4,406-74.5% | $6,280-82.1% | $4,300-73.9% |
| Admin fee / account holder | $1,742 | $7,160-75.7% | $10,428-83.3% | $6,925-74.8% |