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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 | $138,416 | $124,425+11.2% | $112,040+23.5% | $137,256+0.8% |
| Participation rate | 27.8% | 79.3%-51.5pp | 76.5%-48.7pp | 80.0%-52.2pp |
| Annual return | 14.77% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,682 | $5,718-70.6% | $5,098-67.0% | $6,407-73.7% |
| Admin fee / account holder | $35,697 | $15,207+134.7% | $12,098+195.1% | $12,270+190.9% |