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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 | $104,098+25.9% | $140,514-6.8% | $94,015+39.4% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 16.18% | 15.14%+1.0pp | 14.36%+1.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,013 | $4,033-74.9% | $4,919-79.4% | $4,249-76.2% |
| Admin fee / account holder | $3,369 | $10,439-67.7% | $13,697-75.4% | $8,951-62.4% |