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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 | $148,186 | $118,488+25.1% | $98,462+50.5% | $139,487+6.2% |
| Participation rate | 46.2% | 77.5%-31.3pp | 75.2%-29.0pp | 80.3%-34.2pp |
| Annual return | 11.25% | 18.96%-7.7pp | 21.17%-9.9pp | 373.84%-362.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,117 | $5,393-79.3% | $4,738-76.4% | $6,713-83.4% |
| Admin fee / account holder | $6,951 | $13,868-49.9% | $8,875-21.7% | $11,407-39.1% |