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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 | $175,708 | $123,000+42.9% | $105,582+66.4% | $198,609-11.5% |
| Participation rate | 25.0% | 76.8%-51.8pp | 71.8%-46.8pp | 82.4%-57.4pp |
| Annual return | 5.89% | 18.31%-12.4pp | 18.61%-12.7pp | 202.70%-196.8pp |
| Employer contribution / active EE | $927 | $3,582-74.1% | $2,984-68.9% | $5,055-81.7% |
| Participant deferral / active EE | $1,614 | $5,013-67.8% | $4,353-62.9% | $6,977-76.9% |
| Admin fee / account holder | $1,558 | $16,254-90.4% | $12,856-87.9% | $19,030-91.8% |