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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 | $159,389 | $85,766+85.8% | $136,297+16.9% | $70,131+127.3% |
| Participation rate | 68.5% | 74.2%-5.6pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 18.97% | 31.45%-12.5pp | 5156.16%-5137.2pp | 73.14%-54.2pp |
| Employer contribution / active EE | $4,469 | $2,966+50.7% | $4,696-4.8% | $2,342+90.8% |
| Participant deferral / active EE | $1,525 | $5,051-69.8% | $6,247-75.6% | $3,332-54.2% |
| Admin fee / account holder | $1,911 | $5,420-64.8% | $9,244-79.3% | $4,645-58.9% |