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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 | $126,950 | $93,598+35.6% | $135,974-6.6% | $75,173+68.9% |
| Participation rate | 32.1% | 75.2%-43.1pp | 81.9%-49.8pp | 67.2%-35.1pp |
| Annual return | 15.78% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $984 | $3,538-72.2% | $4,859-79.7% | $2,671-63.2% |
| Participant deferral / active EE | $2,386 | $6,405-62.7% | $7,760-69.2% | $4,126-42.2% |
| Admin fee / account holder | $8,571 | $6,978+22.8% | $10,767-20.4% | $5,651+51.7% |