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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 | $149,433 | $65,367+128.6% | $92,915+60.8% | $72,976+104.8% |
| Participation rate | 32.4% | 68.3%-36.0pp | 76.0%-43.7pp | 69.5%-37.1pp |
| Annual return | 19.26% | 42.11%-22.8pp | 109.45%-90.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $827 | $3,128-73.6% | $4,238-80.5% | $3,608-77.1% |
| Admin fee / account holder | $302 | $4,251-92.9% | $5,796-94.8% | $5,124-94.1% |