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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 | $137,781 | $63,861+115.8% | $104,625+31.7% | $79,852+72.5% |
| Participation rate | 39.5% | 64.9%-25.4pp | 74.1%-34.6pp | 69.6%-30.2pp |
| Annual return | 11.68% | 21.30%-9.6pp | 340.60%-328.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $767 | $2,693-71.5% | $3,738-79.5% | $3,740-79.5% |
| Admin fee / account holder | $944 | $4,185-77.5% | $6,465-85.4% | $5,306-82.2% |