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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 | $159,773 | $108,825+46.8% | $156,181+2.3% | $82,448+93.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 12.84% | 20.59%-7.8pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $978 | $4,577-78.6% | $6,132-84.1% | $4,139-76.4% |
| Admin fee / account holder | $2,065 | $9,341-77.9% | $14,586-85.8% | $7,234-71.5% |