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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 | $122,122 | $81,258+50.3% | $105,218+16.1% | $59,633+104.8% |
| Participation rate | 28.8% | 75.4%-46.6pp | 77.2%-48.4pp | 68.7%-39.9pp |
| Annual return | 1.91% | 1.96%-0.1pp | 5.33%-3.4pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $4,723 | $2,562+84.4% | $3,255+45.1% | $2,203+114.4% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,487 | $5,841-40.3% | $6,992-50.1% | $4,297-18.8% |