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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 | $127,466 | $79,449+60.4% | $189,558-32.8% | $85,856+48.5% |
| Participation rate | 28.9% | 66.0%-37.0pp | 78.5%-49.5pp | 69.3%-40.4pp |
| Annual return | 18.04% | 18.45%-0.4pp | 64.19%-46.1pp | 318.58%-300.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,038 | $4,051-74.4% | $6,174-83.2% | $3,952-73.7% |
| Admin fee / account holder | $3,071 | $5,377-42.9% | $9,809-68.7% | $6,261-50.9% |