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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 | $125,059 | $71,197+75.7% | $93,669+33.5% | $80,925+54.5% |
| Participation rate | 20.7% | 60.4%-39.7pp | 68.7%-48.0pp | 67.7%-47.0pp |
| Annual return | 22.90% | 11.27%+11.6pp | 133.59%-110.7pp | 35.65%-12.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $731 | $4,036-81.9% | $4,416-83.4% | $4,299-83.0% |
| Admin fee / account holder | $2,207 | $6,959-68.3% | $8,291-73.4% | $6,940-68.2% |