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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 | $117,406 | $72,273+62.4% | $101,275+15.9% | $79,856+47.0% |
| Participation rate | 12.7% | 68.5%-55.8pp | 75.8%-63.1pp | 69.6%-57.0pp |
| Annual return | 10.89% | 22.30%-11.4pp | 46.48%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $528 | $3,282-83.9% | $4,371-87.9% | $3,741-85.9% |
| Admin fee / account holder | $17,946 | $4,401+307.7% | $5,948+201.7% | $5,306+238.2% |