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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 | $110,338 | $93,589+17.9% | $135,942-18.8% | $75,181+46.8% |
| Participation rate | 51.5% | 75.2%-23.7pp | 81.9%-30.4pp | 67.2%-15.7pp |
| Annual return | 20.55% | 30.90%-10.4pp | 68.28%-47.7pp | 160.69%-140.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,276 | $6,405-64.5% | $7,759-70.7% | $4,126-44.8% |
| Admin fee / account holder | $1,287 | $6,977-81.6% | $10,764-88.0% | $5,650-77.2% |