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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 | $171,365 | $72,486+136.4% | $87,103+96.7% | $72,976+134.8% |
| Participation rate | 12.5% | 72.8%-60.3pp | 76.9%-64.4pp | 69.5%-57.0pp |
| Annual return | 25.38% | 24.46%+0.9pp | 28.19%-2.8pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $163 | $3,270-95.0% | $4,049-96.0% | $3,608-95.5% |
| Admin fee / account holder | $5,699 | $5,055+12.8% | $7,491-23.9% | $5,124+11.2% |