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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 | $209,500 | $110,240+90.0% | $96,544+117.0% | $139,487+50.2% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 9.69% | 26.41%-16.7pp | 25.88%-16.2pp | 373.84%-364.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,178 | $5,549-78.8% | $4,851-75.7% | $6,713-82.5% |
| Admin fee / account holder | $9,632 | $11,602-17.0% | $8,254+16.7% | $11,407-15.6% |