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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 | $207,131 | $95,453+117.0% | $112,040+84.9% | $82,448+151.2% |
| Participation rate | 27.5% | 72.8%-45.3pp | 76.5%-49.0pp | 68.1%-40.6pp |
| Annual return | 23.22% | 23.92%-0.7pp | 24.52%-1.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $443 | $4,224-89.5% | $5,098-91.3% | $4,139-89.3% |
| Admin fee / account holder | $2,876 | $9,013-68.1% | $12,098-76.2% | $7,234-60.2% |