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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 | $108,343 | $48,364+124.0% | $71,796+50.9% | $62,881+72.3% |
| Participation rate | 21.9% | 60.6%-38.7pp | 69.1%-47.2pp | 69.3%-47.4pp |
| Annual return | 6.29% | 13.16%-6.9pp | 78.04%-71.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $674 | $2,091-67.8% | $2,794-75.9% | $3,203-78.9% |
| Admin fee / account holder | $3,504 | $3,771-7.1% | $4,815-27.2% | $4,296-18.4% |