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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 | $151,899 | $81,487+86.4% | $102,412+48.3% | $80,935+87.7% |
| Participation rate | 17.0% | 66.8%-49.9pp | 74.5%-57.5pp | 67.7%-50.7pp |
| Annual return | 21.56% | 25.60%-4.0pp | 24.94%-3.4pp | 35.66%-14.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,337 | $3,871-65.5% | $5,060-73.6% | $4,299-68.9% |
| Admin fee / account holder | $25,796 | $6,717+284.0% | $8,388+207.5% | $6,924+272.5% |