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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 | $203,033 | $97,289+108.7% | $92,805+118.8% | $155,188+30.8% |
| Participation rate | 29.4% | 84.2%-54.8pp | 83.5%-54.1pp | 80.8%-51.4pp |
| Annual return | 11.77% | 29.03%-17.3pp | 31.59%-19.8pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $988 | $8,795-88.8% | $8,448-88.3% | $6,531-84.9% |
| Admin fee / account holder | $37,172 | $12,015+209.4% | $10,911+240.7% | $14,480+156.7% |