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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 | $151,544 | $80,705+87.8% | $115,768+30.9% | $67,986+122.9% |
| Participation rate | 25.2% | 63.0%-37.8pp | 74.4%-49.2pp | 57.2%-32.1pp |
| Annual return | 13.36% | 18.49%-5.1pp | 100.46%-87.1pp | 31.67%-18.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $863 | $3,559-75.8% | $4,917-82.5% | $3,358-74.3% |
| Admin fee / account holder | $1,446 | $4,135-65.0% | $12,439-88.4% | $3,203-54.8% |