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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 | $106,410 | $79,449+33.9% | $189,597-43.9% | $85,851+23.9% |
| Participation rate | 22.2% | 66.0%-43.8pp | 78.4%-56.2pp | 69.3%-47.1pp |
| Annual return | 17.45% | 18.45%-1.0pp | 64.20%-46.7pp | 318.63%-301.2pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,115 | $4,051-72.5% | $6,174-81.9% | $3,952-71.8% |
| Admin fee / account holder | $2,391 | $5,377-55.5% | $9,807-75.6% | $6,261-61.8% |