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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 | $153,053 | $95,453+60.3% | $112,040+36.6% | $82,448+85.6% |
| Participation rate | 28.1% | 72.8%-44.6pp | 76.5%-48.4pp | 68.1%-39.9pp |
| Annual return | 12.93% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,861 | $4,224-55.9% | $5,098-63.5% | $4,139-55.0% |
| Admin fee / account holder | $23,590 | $9,013+161.7% | $12,098+95.0% | $7,234+226.1% |