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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 | $223,727 | $73,787+203.2% | $98,716+126.6% | $82,448+171.4% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 12.68% | 18.57%-5.9pp | 31.81%-19.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $21,751 | $1,511+1339.3% | $2,279+854.6% | $2,551+752.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $39,067 | $6,500+501.0% | $8,703+348.9% | $7,234+440.0% |