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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 | $170,313 | $93,598+82.0% | $135,974+25.3% | $75,173+126.6% |
| Participation rate | 59.1% | 75.2%-16.1pp | 81.9%-22.8pp | 67.2%-8.1pp |
| Annual return | 15.81% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,457 | $6,405-61.6% | $7,760-68.3% | $4,126-40.5% |
| Admin fee / account holder | $25,012 | $6,978+258.5% | $10,767+132.3% | $5,651+342.6% |