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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 | $130,765 | $86,919+50.4% | $102,457+27.6% | $80,911+61.6% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.0pp |
| Annual return | 12.22% | 18.90%-6.7pp | 29.41%-17.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,280 | $4,119-68.9% | $5,054-74.7% | $4,297-70.2% |
| Admin fee / account holder | $6,178 | $8,049-23.3% | $9,451-34.6% | $6,935-10.9% |