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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 | $59,440+95.5% | $78,004+49.0% | $82,637+40.6% |
| Participation rate | 19.1% | 62.8%-43.7pp | 69.4%-50.3pp | 68.1%-48.9pp |
| Annual return | 14.40% | 40.24%-25.8pp | 31.07%-16.7pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $867 | $3,138-72.4% | $4,092-78.8% | $4,126-79.0% |
| Admin fee / account holder | $1,086 | $5,504-80.3% | $7,578-85.7% | $7,339-85.2% |