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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 | $119,657 | $80,985+47.8% | $96,576+23.9% | $75,181+59.2% |
| Participation rate | 22.2% | 71.8%-49.6pp | 76.0%-53.8pp | 67.2%-45.0pp |
| Annual return | 18.56% | 27.05%-8.5pp | 25.87%-7.3pp | 160.69%-142.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $551 | $3,929-86.0% | $4,851-88.6% | $4,126-86.7% |
| Admin fee / account holder | $12,158 | $6,719+81.0% | $8,253+47.3% | $5,650+115.2% |