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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 | $126,772 | $67,602+87.5% | $82,312+54.0% | $70,126+80.8% |
| Participation rate | 29.4% | 72.8%-43.4pp | 76.9%-47.5pp | 69.5%-40.1pp |
| Annual return | 18.97% | 21.57%-2.6pp | 25.88%-6.9pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $815 | $2,987-72.7% | $3,706-78.0% | $3,332-75.6% |
| Admin fee / account holder | $26,643 | $4,512+490.6% | $5,608+375.1% | $4,645+473.5% |