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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 | $121,545 | $76,371+59.2% | $93,621+29.8% | $72,976+66.6% |
| Participation rate | 40.0% | 71.8%-31.8pp | 75.8%-35.8pp | 69.5%-29.5pp |
| Annual return | 20.11% | 25.82%-5.7pp | 32.76%-12.7pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $533 | $3,538-84.9% | $4,070-86.9% | $3,608-85.2% |
| Admin fee / account holder | $4,186 | $6,839-38.8% | $7,890-46.9% | $5,124-18.3% |