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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 | $245,309 | $138,312+77.4% | $122,979+99.5% | $155,188+58.1% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 80.8%-40.8pp |
| Annual return | 12.39% | 22.06%-9.7pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $321 | $5,592-94.3% | $5,003-93.6% | $6,531-95.1% |
| Admin fee / account holder | $7,574 | $15,089-49.8% | $12,864-41.1% | $14,480-47.7% |