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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 | $211,350 | $65,034+225.0% | $90,970+132.3% | $79,856+164.7% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.0%-15.7pp | 69.6%-16.3pp |
| Annual return | 12.19% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,029 | $2,512-59.1% | $3,373-69.5% | $3,741-72.5% |
| Admin fee / account holder | $1,429 | $4,536-68.5% | $5,961-76.0% | $5,306-73.1% |