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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 | $165,494 | $87,132+89.9% | $105,624+56.7% | $80,959+104.4% |
| Participation rate | 30.3% | 70.4%-40.1pp | 75.3%-45.0pp | 67.7%-37.4pp |
| Annual return | 14.45% | 17.03%-2.6pp | 116.20%-101.8pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $123 | $3,985-96.9% | $5,013-97.5% | $4,300-97.1% |
| Admin fee / account holder | $4,939 | $8,449-41.5% | $10,961-54.9% | $6,925-28.7% |