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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 | $163,624 | $100,125+63.4% | $81,482+100.8% | $145,978+12.1% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.5%-11.2pp | 80.3%-22.0pp |
| Annual return | 14.72% | 34.44%-19.7pp | 24.79%-10.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $788 | $4,609-82.9% | $3,885-79.7% | $6,690-88.2% |
| Admin fee / account holder | $8,772 | $8,198+7.0% | $5,761+52.3% | $13,400-34.5% |