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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 | $183,134 | $74,535+145.7% | $100,712+81.8% | $82,637+121.6% |
| Participation rate | 11.1% | 61.2%-50.1pp | 69.3%-58.2pp | 68.1%-56.9pp |
| Annual return | 15.96% | 18.92%-3.0pp | 33.27%-17.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $191 | $3,074-93.8% | $4,085-95.3% | $4,126-95.4% |
| Admin fee / account holder | $1,674 | $6,576-74.5% | $9,256-81.9% | $7,339-77.2% |