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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 | $86,940+50.4% | $102,434+27.7% | $80,935+61.6% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.7%-33.0pp |
| Annual return | 12.22% | 18.89%-6.7pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,280 | $4,121-68.9% | $5,055-74.7% | $4,299-70.2% |
| Admin fee / account holder | $6,178 | $8,047-23.2% | $9,462-34.7% | $6,924-10.8% |