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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 | $99,633+61.0% | $183,328-12.5% | $82,448+94.6% |
| Participation rate | 21.9% | 70.8%-48.9pp | 77.3%-55.5pp | 68.1%-46.2pp |
| Annual return | 16.08% | 17.84%-1.8pp | 29.67%-13.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $317 | $4,938-93.6% | $6,795-95.3% | $4,139-92.3% |
| Admin fee / account holder | $2,359 | $9,934-76.3% | $21,427-89.0% | $7,234-67.4% |