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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 | $131,016 | $95,453+37.3% | $112,040+16.9% | $82,448+58.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 16.18% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,013 | $4,224-76.0% | $5,098-80.1% | $4,139-75.5% |
| Admin fee / account holder | $3,369 | $9,013-62.6% | $12,098-72.2% | $7,234-53.4% |