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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 | $162,899 | $91,559+77.9% | $133,959+21.6% | $79,858+104.0% |
| Participation rate | 31.0% | 73.3%-42.3pp | 79.8%-48.8pp | 69.6%-38.6pp |
| Annual return | 12.81% | 61.85%-49.0pp | 45.09%-32.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,174 | $3,734-68.6% | $5,047-76.7% | $3,740-68.6% |
| Admin fee / account holder | $1,012 | $6,321-84.0% | $8,928-88.7% | $5,306-80.9% |