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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 | $161,115 | $101,795+58.3% | $165,100-2.4% | $80,959+99.0% |
| Participation rate | 28.9% | 71.8%-42.9pp | 78.6%-49.7pp | 67.7%-38.8pp |
| Annual return | 12.06% | 16.73%-4.7pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,226 | $2,954-58.5% | $4,348-71.8% | $2,757-55.6% |
| Participant deferral / active EE | $1,872 | $4,476-58.2% | $6,035-69.0% | $4,300-56.5% |
| Admin fee / account holder | $43,832 | $8,221+433.2% | $12,696+245.3% | $6,925+532.9% |