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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 | $171,878 | $95,453+80.1% | $112,040+53.4% | $82,448+108.5% |
| Participation rate | 49.2% | 72.8%-23.6pp | 76.5%-27.3pp | 68.1%-18.9pp |
| Annual return | 15.31% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,930 | $2,318+26.4% | $2,954-0.8% | $2,551+14.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,401 | $9,013-40.1% | $12,098-55.4% | $7,234-25.3% |