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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 | $73,542 | $315,200-76.7% | $238,191-69.1% | $155,188-52.6% |
| Participation rate | 23.5% | 82.6%-59.0pp | 77.1%-53.6pp | 80.8%-57.3pp |
| Annual return | 17.75% | 10.25%+7.5pp | 13.02%+4.7pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,568 | $8,044-80.5% | $6,726-76.7% | $6,531-76.0% |
| Admin fee / account holder | $1,454 | $48,031-97.0% | $34,582-95.8% | $14,480-90.0% |