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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 | $158,527 | $136,860+15.8% | $120,344+31.7% | $154,746+2.4% |
| Participation rate | 58.3% | 79.9%-21.6pp | 76.7%-18.4pp | 80.7%-22.4pp |
| Annual return | 14.91% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $131 | $5,793-97.7% | $5,135-97.5% | $6,730-98.1% |
| Admin fee / account holder | $15,151 | $15,393-1.6% | $12,742+18.9% | $14,365+5.5% |