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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 | $110,137+45.1% | $161,149-0.9% | $82,637+93.3% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 12.84% | 20.69%-7.8pp | 21.16%-8.3pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $978 | $4,575-78.6% | $6,153-84.1% | $4,126-76.3% |
| Admin fee / account holder | $2,065 | $9,467-78.2% | $15,194-86.4% | $7,339-71.9% |