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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 | $216,940 | $94,031+130.7% | $115,768+87.4% | $82,448+163.1% |
| Participation rate | 38.7% | 70.4%-31.7pp | 74.4%-35.7pp | 68.1%-29.4pp |
| Annual return | 13.75% | 20.61%-6.9pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,170 | $2,323-6.6% | $2,940-26.2% | $2,551-14.9% |
| Participant deferral / active EE | $663 | $3,972-83.3% | $4,917-86.5% | $4,139-84.0% |
| Admin fee / account holder | $6,618 | $10,249-35.4% | $12,439-46.8% | $7,234-8.5% |