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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 | $77,358+77.8% | $102,184+34.6% | $87,485+57.2% |
| Participation rate | 40.0% | 78.7%-38.7pp | 82.6%-42.6pp | 68.9%-28.9pp |
| Annual return | 14.76% | 41.11%-26.4pp | 31.58%-16.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $273 | $2,562-89.3% | $3,594-92.4% | $2,596-89.5% |
| Participant deferral / active EE | $2,048 | $6,753-69.7% | $8,309-75.4% | $4,274-52.1% |
| Admin fee / account holder | $16,204 | $6,809+138.0% | $11,609+39.6% | $7,775+108.4% |