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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 | $99,380+21.4% | $90,312+33.6% | $155,188-22.3% |
| Participation rate | 50.0% | 77.3%-27.3pp | 72.9%-22.9pp | 80.8%-30.8pp |
| Annual return | 20.41% | 19.35%+1.1pp | 18.90%+1.5pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $325 | $4,212-92.3% | $3,749-91.3% | $6,531-95.0% |
| Admin fee / account holder | $511 | $9,766-94.8% | $8,248-93.8% | $14,480-96.5% |