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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 | $169,673 | $98,760+71.8% | $149,715+13.3% | $79,858+112.5% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 31.50% | 27.43%+4.1pp | 276.66%-245.2pp | 31.72%-0.2pp |
| Employer contribution / active EE | $1,197 | $3,217-62.8% | $4,645-74.2% | $2,471-51.6% |
| Participant deferral / active EE | $1,444 | $5,681-74.6% | $6,842-78.9% | $3,740-61.4% |
| Admin fee / account holder | $975 | $6,053-83.9% | $9,310-89.5% | $5,306-81.6% |