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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 | $121,380 | $86,949+39.6% | $102,460+18.5% | $80,959+49.9% |
| Participation rate | 25.5% | 72.4%-46.9pp | 76.5%-51.0pp | 67.7%-42.1pp |
| Annual return | 16.84% | 18.89%-2.1pp | 29.47%-12.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $676 | $4,121-83.6% | $5,056-86.6% | $4,300-84.3% |
| Admin fee / account holder | $2,473 | $8,048-69.3% | $9,460-73.9% | $6,925-64.3% |