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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 | $119,605 | $87,106+37.3% | $105,607+13.3% | $80,935+47.8% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.7%-12.1pp |
| Annual return | 20.28% | 17.01%+3.3pp | 116.11%-95.8pp | 35.66%-15.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,145 | $3,986-71.3% | $5,011-77.1% | $4,299-73.4% |
| Admin fee / account holder | $17,166 | $8,447+103.2% | $10,958+56.6% | $6,924+147.9% |