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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 | $171,514 | $90,400+89.7% | $186,193-7.9% | $87,485+96.0% |
| Participation rate | 19.4% | 66.2%-46.8pp | 77.1%-57.8pp | 68.9%-49.6pp |
| Annual return | 14.19% | 22.15%-8.0pp | 78.03%-63.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,168 | $4,330-73.0% | $6,513-82.1% | $4,274-72.7% |
| Admin fee / account holder | $17,371 | $8,673+100.3% | $11,058+57.1% | $7,775+123.4% |