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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 | $83,549 | $147,594-43.4% | $121,871-31.4% | $198,609-57.9% |
| Participation rate | 22.2% | 78.0%-55.7pp | 73.2%-51.0pp | 82.4%-60.2pp |
| Annual return | 16.45% | 12.94%+3.5pp | 13.57%+2.9pp | 202.70%-186.2pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,287 | $5,168-75.1% | $4,318-70.2% | $6,977-81.6% |
| Admin fee / account holder | $6,516 | $15,134-56.9% | $11,551-43.6% | $19,030-65.8% |