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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 | $137,536 | $71,353+92.8% | $92,805+48.2% | $86,983+58.1% |
| Participation rate | 40.0% | 80.9%-40.9pp | 83.5%-43.5pp | 69.5%-29.5pp |
| Annual return | 14.76% | 44.68%-29.9pp | 31.59%-16.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $273 | $2,468-88.9% | $3,424-92.0% | $2,584-89.4% |
| Participant deferral / active EE | $2,048 | $6,966-70.6% | $8,448-75.8% | $4,194-51.2% |
| Admin fee / account holder | $16,204 | $6,099+165.7% | $10,911+48.5% | $7,856+106.3% |