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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 | $167,415-17.3% | $140,514-1.5% | $198,609-30.3% |
| Participation rate | 27.8% | 80.9%-53.1pp | 77.8%-50.0pp | 82.4%-54.6pp |
| Annual return | 14.77% | 13.85%+0.9pp | 14.36%+0.4pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,682 | $5,579-69.8% | $4,919-65.8% | $6,977-75.9% |
| Admin fee / account holder | $35,697 | $16,730+113.4% | $13,697+160.6% | $19,030+87.6% |