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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 | $98,479 | $91,559+7.6% | $133,978-26.5% | $79,856+23.3% |
| Participation rate | 29.8% | 73.3%-43.6pp | 79.8%-50.1pp | 69.6%-39.9pp |
| Annual return | 13.30% | 61.85%-48.6pp | 45.10%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,304 | $3,734-65.1% | $5,047-74.2% | $3,741-65.1% |
| Admin fee / account holder | $13,971 | $6,321+121.0% | $8,930+56.4% | $5,306+163.3% |