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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 | $155,093 | $93,064+66.7% | $74,577+108.0% | $273,972-43.4% |
| Participation rate | 14.3% | 74.9%-60.7pp | 68.1%-53.8pp | 83.0%-68.7pp |
| Annual return | 5.72% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $62 | $3,160-98.0% | $2,525-97.5% | $4,869-98.7% |
| Participant deferral / active EE | $414 | $4,160-90.1% | $3,458-88.0% | $5,287-92.2% |
| Admin fee / account holder | $35,456 | $5,273+572.4% | $4,138+756.8% | $10,133+249.9% |