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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 | $160,394 | $107,666+49.0% | $102,184+57.0% | $154,746+3.7% |
| Participation rate | 31.8% | 83.7%-51.9pp | 82.6%-50.8pp | 80.7%-48.9pp |
| Annual return | 16.84% | 29.33%-12.5pp | 31.58%-14.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,123 | $3,846-70.8% | $3,594-68.7% | $4,379-74.4% |
| Participant deferral / active EE | $1,374 | $8,719-84.2% | $8,309-83.5% | $6,730-79.6% |
| Admin fee / account holder | $31,149 | $12,943+140.7% | $11,609+168.3% | $14,365+116.8% |