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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 | $97,550+56.9% | $120,344+27.2% | $87,485+74.9% |
| Participation rate | 28.1% | 72.8%-44.7pp | 76.7%-48.6pp | 68.9%-40.8pp |
| Annual return | 12.93% | 18.41%-5.5pp | 20.30%-7.4pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,861 | $4,230-56.0% | $5,135-63.8% | $4,274-56.5% |
| Admin fee / account holder | $23,590 | $9,543+147.2% | $12,742+85.1% | $7,775+203.4% |