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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 | $105,637 | $80,985+30.4% | $96,576+9.4% | $75,181+40.5% |
| Participation rate | 20.5% | 71.8%-51.3pp | 76.0%-55.5pp | 67.2%-46.7pp |
| Annual return | 16.44% | 27.05%-10.6pp | 25.87%-9.4pp | 160.69%-144.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $587 | $3,929-85.1% | $4,851-87.9% | $4,126-85.8% |
| Admin fee / account holder | $1,645 | $6,719-75.5% | $8,253-80.1% | $5,650-70.9% |