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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 | $115,931+37.8% | $185,441-13.8% | $86,983+83.7% |
| Participation rate | 60.0% | 73.6%-13.6pp | 80.3%-20.3pp | 69.5%-9.5pp |
| Annual return | 12.84% | 21.47%-8.6pp | 20.16%-7.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $978 | $4,551-78.5% | $6,152-84.1% | $4,194-76.7% |
| Admin fee / account holder | $2,065 | $10,687-80.7% | $17,890-88.5% | $7,856-73.7% |