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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 | $160,423 | $96,289+66.6% | $213,469-24.8% | $87,485+83.4% |
| Participation rate | 21.9% | 69.6%-47.7pp | 77.1%-55.2pp | 68.9%-47.1pp |
| Annual return | 16.08% | 17.78%-1.7pp | 20.58%-4.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $317 | $4,750-93.3% | $6,841-95.4% | $4,274-92.6% |
| Admin fee / account holder | $2,359 | $9,670-75.6% | $27,141-91.3% | $7,775-69.7% |