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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 | $151,350 | $126,661+19.5% | $113,397+33.5% | $138,895+9.0% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.5%-17.7pp | 79.9%-21.1pp |
| Annual return | 14.39% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $837 | $5,693-85.3% | $5,076-83.5% | $6,396-86.9% |
| Admin fee / account holder | $6,813 | $14,549-53.2% | $11,957-43.0% | $12,562-45.8% |