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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 | $187,971 | $60,349+211.5% | $74,184+153.4% | $62,881+198.9% |
| Participation rate | 5.6% | 72.7%-67.2pp | 76.6%-71.1pp | 69.3%-63.7pp |
| Annual return | 9.68% | 21.38%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $709 | $2,856-75.2% | $3,550-80.0% | $3,203-77.9% |
| Admin fee / account holder | $1,960 | $4,261-54.0% | $5,586-64.9% | $4,296-54.4% |