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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 | $154,061 | $86,949+77.2% | $102,460+50.4% | $80,959+90.3% |
| Participation rate | 21.9% | 72.4%-50.5pp | 76.5%-54.6pp | 67.7%-45.8pp |
| Annual return | 15.21% | 18.89%-3.7pp | 29.47%-14.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $717 | $4,121-82.6% | $5,056-85.8% | $4,300-83.3% |
| Admin fee / account holder | $6,770 | $8,048-15.9% | $9,460-28.4% | $6,925-2.2% |