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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 | $187,066 | $94,031+98.9% | $115,768+61.6% | $82,448+126.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 17.55% | 20.61%-3.1pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,706 | $3,972-57.0% | $4,917-65.3% | $4,139-58.8% |
| Admin fee / account holder | $4,957 | $10,249-51.6% | $12,439-60.2% | $7,234-31.5% |