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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 | $121,258 | $76,367+58.8% | $93,614+29.5% | $72,983+66.1% |
| Participation rate | 37.5% | 71.7%-34.2pp | 75.8%-38.3pp | 69.5%-32.0pp |
| Annual return | 18.80% | 25.82%-7.0pp | 32.76%-14.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $742 | $3,538-79.0% | $4,069-81.8% | $3,608-79.4% |
| Admin fee / account holder | $390 | $6,838-94.3% | $7,889-95.1% | $5,124-92.4% |