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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 | $168,795 | $86,940+94.2% | $102,434+64.8% | $80,935+108.6% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.7%-44.7pp |
| Annual return | 25.65% | 18.89%+6.8pp | 29.46%-3.8pp | 35.66%-10.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $389 | $4,121-90.6% | $5,055-92.3% | $4,299-90.9% |
| Admin fee / account holder | $1,606 | $8,047-80.0% | $9,462-83.0% | $6,924-76.8% |