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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 | $168,256 | $102,609+64.0% | $98,090+71.5% | $138,895+21.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 14.20% | 36.44%-22.2pp | 37.05%-22.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $714 | $8,167-91.3% | $7,845-90.9% | $6,396-88.8% |
| Admin fee / account holder | $2,515 | $11,434-78.0% | $11,815-78.7% | $12,562-80.0% |