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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 | $156,104 | $125,797+24.1% | $170,028-8.2% | $75,181+107.6% |
| Participation rate | 32.0% | 83.6%-51.6pp | 87.0%-55.0pp | 67.2%-35.2pp |
| Annual return | 22.55% | 27.20%-4.7pp | 53.39%-30.8pp | 160.69%-138.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,142 | $6,838-83.3% | $10,409-89.0% | $4,126-72.3% |
| Admin fee / account holder | $2,034 | $8,177-75.1% | $12,820-84.1% | $5,650-64.0% |