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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 | $110,488 | $60,349+83.1% | $74,184+48.9% | $62,881+75.7% |
| Participation rate | 29.8% | 72.7%-42.9pp | 76.6%-46.8pp | 69.3%-39.5pp |
| Annual return | 10.08% | 21.38%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,105 | $2,856-61.3% | $3,550-68.9% | $3,203-65.5% |
| Admin fee / account holder | $4,071 | $4,261-4.5% | $5,586-27.1% | $4,296-5.2% |