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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 | $138,674 | $51,466+169.4% | $78,778+76.0% | $62,293+122.6% |
| Participation rate | 13.2% | 59.8%-46.5pp | 69.2%-55.9pp | 69.5%-56.3pp |
| Annual return | 20.07% | 19.96%+0.1pp | 35.62%-15.6pp | 28.90%-8.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $439 | $2,147-79.6% | $2,958-85.2% | $3,169-86.2% |
| Admin fee / account holder | $1,920 | $489+292.3% | $5,134-62.6% | $479+300.5% |