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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 | $134,757 | $59,440+126.7% | $78,004+72.8% | $82,637+63.1% |
| Participation rate | 14.1% | 62.8%-48.8pp | 69.4%-55.4pp | 68.1%-54.0pp |
| Annual return | 15.01% | 40.24%-25.2pp | 31.07%-16.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $651 | $3,138-79.3% | $4,092-84.1% | $4,126-84.2% |
| Admin fee / account holder | $9,652 | $5,504+75.4% | $7,578+27.4% | $7,339+31.5% |