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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 | $121,632 | $83,045+46.5% | $130,026-6.5% | $71,495+70.1% |
| Participation rate | 38.5% | 74.1%-35.7pp | 78.5%-40.0pp | 67.9%-29.5pp |
| Annual return | 17.24% | 20.61%-3.4pp | -137.26%+154.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,124 | $4,436-52.1% | $5,821-63.5% | $4,291-50.5% |
| Admin fee / account holder | $2,199 | $1,727+27.3% | $10,608-79.3% | $1,588+38.5% |