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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 | $134,847 | $86,298+56.3% | $111,308+21.1% | $85,847+57.1% |
| Participation rate | 45.7% | 73.3%-27.6pp | 77.3%-31.6pp | 69.3%-23.6pp |
| Annual return | 18.69% | 19.99%-1.3pp | 54.67%-36.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,122 | $3,641-69.2% | $4,487-75.0% | $3,952-71.6% |
| Admin fee / account holder | $835 | $8,189-89.8% | $7,965-89.5% | $6,261-86.7% |