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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 | $110,048 | $86,940+26.6% | $102,434+7.4% | $80,935+36.0% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.7%-7.2pp |
| Annual return | 13.29% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,208 | $4,121-70.7% | $5,055-76.1% | $4,299-71.9% |
| Admin fee / account holder | $6,641 | $8,047-17.5% | $9,462-29.8% | $6,924-4.1% |