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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 | $153,328 | $86,288+77.7% | $111,306+37.8% | $85,851+78.6% |
| Participation rate | 34.8% | 73.3%-38.6pp | 77.3%-42.5pp | 69.3%-34.5pp |
| Annual return | 16.47% | 19.99%-3.5pp | 54.67%-38.2pp | 318.63%-302.2pp |
| Employer contribution / active EE | $2,209 | $2,044+8.1% | $2,732-19.1% | $2,565-13.9% |
| Participant deferral / active EE | $693 | $3,641-81.0% | $4,488-84.5% | $3,952-82.5% |
| Admin fee / account holder | $3,872 | $8,189-52.7% | $7,966-51.4% | $6,261-38.2% |