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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 | $113,117 | $71,230+58.8% | $93,727+20.7% | $80,959+39.7% |
| Participation rate | 18.6% | 60.4%-41.8pp | 68.7%-50.1pp | 67.7%-49.0pp |
| Annual return | 12.70% | 11.26%+1.4pp | 133.83%-121.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,103 | $4,037-72.7% | $4,417-75.0% | $4,300-74.3% |
| Admin fee / account holder | $16,538 | $6,961+137.6% | $8,292+99.5% | $6,925+138.8% |