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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 | $149,020 | $135,905+9.6% | $126,068+18.2% | $198,609-25.0% |
| Participation rate | 40.0% | 85.6%-45.6pp | 84.7%-44.7pp | 82.4%-42.4pp |
| Annual return | 14.43% | 14.07%+0.4pp | 15.01%-0.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $809 | $8,523-90.5% | $8,214-90.2% | $6,977-88.4% |
| Admin fee / account holder | $1,444 | $21,036-93.1% | $18,264-92.1% | $19,030-92.4% |