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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 | $149,962 | $96,731+55.0% | $123,973+21.0% | $86,983+72.4% |
| Participation rate | 22.9% | 70.0%-47.2pp | 76.7%-53.8pp | 69.5%-46.7pp |
| Annual return | 13.29% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $397 | $4,152-90.4% | $5,247-92.4% | $4,194-90.5% |
| Admin fee / account holder | $1,848 | $8,722-78.8% | $11,799-84.3% | $7,856-76.5% |