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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 | $220,317 | $87,546+151.7% | $75,784+190.7% | $125,389+75.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | 0.60% | 13.49%-12.9pp | 9.68%-9.1pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,886 | $3,930-26.6% | $3,323-13.2% | $4,866-40.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,525 | $6,503-61.2% | $5,300-52.4% | $9,541-73.5% |