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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 | $168,091 | $57,119+194.3% | $85,187+97.3% | $80,935+107.7% |
| Participation rate | 16.5% | 56.4%-40.0pp | 67.5%-51.1pp | 67.7%-51.2pp |
| Annual return | 13.99% | 21.70%-7.7pp | 66.67%-52.7pp | 35.66%-21.7pp |
| Employer contribution / active EE | $284 | $1,802-84.2% | $2,732-89.6% | $2,757-89.7% |
| Participant deferral / active EE | $730 | $3,115-76.6% | $4,525-83.9% | $4,299-83.0% |
| Admin fee / account holder | $5,660 | $4,990+13.4% | $6,162-8.1% | $6,924-18.3% |