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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 | $114,322 | $73,955+54.6% | $96,520+18.4% | $75,181+52.1% |
| Participation rate | 8.5% | 66.4%-57.9pp | 74.3%-65.9pp | 67.2%-58.7pp |
| Annual return | 25.26% | 26.72%-1.5pp | 35.72%-10.5pp | 160.69%-135.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $95 | $3,659-97.4% | $4,879-98.0% | $4,126-97.7% |
| Admin fee / account holder | $2,518 | $5,217-51.7% | $6,733-62.6% | $5,650-55.4% |