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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 | $199,480 | $97,550+104.5% | $120,344+65.8% | $87,485+128.0% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 15.72% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,133 | $4,230-73.2% | $5,135-77.9% | $4,274-73.5% |
| Admin fee / account holder | $7,000 | $9,543-26.6% | $12,742-45.1% | $7,775-10.0% |