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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 | $89,259+68.0% | $107,187+39.9% | $82,637+81.5% |
| Participation rate | 22.9% | 67.9%-45.1pp | 75.0%-52.2pp | 68.1%-45.2pp |
| Annual return | 13.29% | 21.02%-7.7pp | 204.55%-191.3pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $397 | $4,037-90.2% | $5,096-92.2% | $4,126-90.4% |
| Admin fee / account holder | $1,848 | $7,381-75.0% | $9,162-79.8% | $7,339-74.8% |