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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 | $168,848 | $90,509+86.6% | $78,693+114.6% | $273,968-38.4% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 5.22% | 75.61%-70.4pp | 62.18%-57.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,073 | $3,175-3.2% | $2,850+7.8% | $4,869-36.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $416 | $5,264-92.1% | $4,511-90.8% | $10,132-95.9% |