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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 | $175,679 | $138,312+27.0% | $122,979+42.9% | $155,188+13.2% |
| Participation rate | 25.0% | 80.2%-55.2pp | 77.2%-52.2pp | 80.8%-55.8pp |
| Annual return | 7.32% | 22.06%-14.7pp | 20.12%-12.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,494 | $5,592-73.3% | $5,003-70.1% | $6,531-77.1% |
| Admin fee / account holder | $206,782 | $15,089+1270.4% | $12,864+1507.4% | $14,480+1328.1% |