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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 | $176,673 | $106,749+65.5% | $145,433+21.5% | $82,448+114.3% |
| Participation rate | 16.9% | 75.6%-58.7pp | 82.1%-65.2pp | 68.1%-51.1pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,527 | $6,519-76.6% | $7,897-80.7% | $4,139-63.1% |
| Admin fee / account holder | $20,811 | $8,390+148.0% | $13,129+58.5% | $7,234+187.7% |