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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 | $198,331 | $93,598+111.9% | $135,974+45.9% | $75,173+163.8% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 15.73% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $4,807 | $3,538+35.9% | $4,859-1.1% | $2,671+80.0% |
| Participant deferral / active EE | $1,952 | $6,405-69.5% | $7,760-74.8% | $4,126-52.7% |
| Admin fee / account holder | $58,942 | $6,978+744.7% | $10,767+447.5% | $5,651+943.1% |