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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 | $120,616 | $106,974+12.8% | $90,796+32.8% | $138,895-13.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 20.41% | 20.10%+0.3pp | 19.29%+1.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $325 | $4,455-92.7% | $3,822-91.5% | $6,396-94.9% |
| Admin fee / account holder | $511 | $8,626-94.1% | $7,024-92.7% | $12,562-95.9% |