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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 | $124,848 | $74,535+67.5% | $100,712+24.0% | $82,637+51.1% |
| Participation rate | 13.8% | 61.2%-47.4pp | 69.3%-55.5pp | 68.1%-54.3pp |
| Annual return | 12.64% | 18.92%-6.3pp | 33.27%-20.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $895 | $3,074-70.9% | $4,085-78.1% | $4,126-78.3% |
| Admin fee / account holder | $472 | $6,576-92.8% | $9,256-94.9% | $7,339-93.6% |