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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 | $135,388 | $80,983+67.2% | $96,544+40.2% | $75,177+80.1% |
| Participation rate | 43.8% | 71.8%-28.0pp | 76.0%-32.2pp | 67.2%-23.5pp |
| Annual return | 17.70% | 27.05%-9.4pp | 25.88%-8.2pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,262 | $3,929-67.9% | $4,851-74.0% | $4,126-69.4% |
| Admin fee / account holder | $10,965 | $6,717+63.2% | $8,254+32.8% | $5,651+94.0% |