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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 | $116,188 | $76,564+51.8% | $105,582+10.0% | $94,015+23.6% |
| Participation rate | 19.1% | 65.2%-46.0pp | 71.8%-52.6pp | 70.8%-51.7pp |
| Annual return | 14.40% | 20.69%-6.3pp | 18.61%-4.2pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $867 | $3,320-73.9% | $4,353-80.1% | $4,249-79.6% |
| Admin fee / account holder | $1,086 | $7,129-84.8% | $12,856-91.6% | $8,951-87.9% |