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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 | $157,204 | $86,949+80.8% | $102,460+53.4% | $80,959+94.2% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.7%-19.4pp |
| Annual return | 15.72% | 18.89%-3.2pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,490 | $4,121-63.8% | $5,056-70.5% | $4,300-65.3% |
| Admin fee / account holder | $5,710 | $8,048-29.0% | $9,460-39.6% | $6,925-17.6% |