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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 | $147,565 | $86,938+69.7% | $102,423+44.1% | $80,925+82.3% |
| Participation rate | 3.9% | 72.4%-68.5pp | 76.5%-72.6pp | 67.7%-63.7pp |
| Annual return | 17.28% | 18.89%-1.6pp | 29.42%-12.1pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $30 | $4,120-99.3% | $5,054-99.4% | $4,299-99.3% |
| Admin fee / account holder | $1,090 | $8,053-86.5% | $9,455-88.5% | $6,940-84.3% |