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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 | $97,550+112.3% | $120,344+72.1% | $87,485+136.8% |
| Participation rate | 27.5% | 72.8%-45.3pp | 76.7%-49.2pp | 68.9%-41.4pp |
| Annual return | 23.22% | 18.41%+4.8pp | 20.30%+2.9pp | 26.06%-2.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $443 | $4,230-89.5% | $5,135-91.4% | $4,274-89.6% |
| Admin fee / account holder | $2,876 | $9,543-69.9% | $12,742-77.4% | $7,775-63.0% |