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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 | $143,543 | $98,766+45.3% | $149,730-4.1% | $79,852+79.8% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 19.28% | 27.43%-8.2pp | 276.70%-257.4pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,364 | $5,681-58.4% | $6,843-65.5% | $3,740-36.8% |
| Admin fee / account holder | $4,671 | $6,052-22.8% | $9,310-49.8% | $5,306-12.0% |