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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 | $97,550+34.3% | $120,344+8.9% | $87,485+49.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 16.18% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,013 | $4,230-76.1% | $5,135-80.3% | $4,274-76.3% |
| Admin fee / account holder | $3,369 | $9,543-64.7% | $12,742-73.6% | $7,775-56.7% |