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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 | $158,672 | $73,787+115.0% | $98,716+60.7% | $82,448+92.5% |
| Participation rate | 18.5% | 61.4%-42.9pp | 69.3%-50.8pp | 68.1%-49.5pp |
| Annual return | 18.02% | 18.57%-0.5pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $427 | $1,511-71.8% | $2,279-81.3% | $2,551-83.3% |
| Participant deferral / active EE | $608 | $3,081-80.3% | $4,048-85.0% | $4,139-85.3% |
| Admin fee / account holder | $19,991 | $6,500+207.5% | $8,703+129.7% | $7,234+176.3% |