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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 | $114,988 | $56,894+102.1% | $84,753+35.7% | $62,881+82.9% |
| Participation rate | 60.3% | 68.5%-8.3pp | 76.6%-16.3pp | 69.3%-9.0pp |
| Annual return | 5.77% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,487 | $2,400+170.3% | $3,574+81.5% | $2,281+184.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15,816 | $3,581+341.7% | $5,333+196.6% | $4,296+268.2% |