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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 | $123,920 | $80,983+53.0% | $96,544+28.4% | $75,177+64.8% |
| Participation rate | 48.4% | 71.8%-23.4pp | 76.0%-27.6pp | 67.2%-18.8pp |
| Annual return | 17.91% | 27.05%-9.1pp | 25.88%-8.0pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,634 | $3,929-58.4% | $4,851-66.3% | $4,126-60.4% |
| Admin fee / account holder | $14,914 | $6,717+122.0% | $8,254+80.7% | $5,651+163.9% |