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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 | $129,478 | $81,208+59.4% | $98,920+30.9% | $79,852+62.1% |
| Participation rate | 31.3% | 72.5%-41.3pp | 76.0%-44.8pp | 69.6%-38.4pp |
| Annual return | 11.09% | 60.99%-49.9pp | 196.47%-185.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $699 | $3,265-78.6% | $4,245-83.5% | $3,740-81.3% |
| Admin fee / account holder | $31,902 | $6,013+430.6% | $6,643+380.3% | $5,306+501.2% |