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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 | $115,749 | $101,798+13.7% | $165,071-29.9% | $80,935+43.0% |
| Participation rate | 32.8% | 71.8%-39.0pp | 78.6%-45.8pp | 67.7%-34.8pp |
| Annual return | 16.20% | 16.73%-0.5pp | 70.17%-54.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,189 | $2,954-59.7% | $4,347-72.6% | $2,757-56.9% |
| Participant deferral / active EE | $1,824 | $4,476-59.3% | $6,035-69.8% | $4,299-57.6% |
| Admin fee / account holder | $4,218 | $8,221-48.7% | $12,695-66.8% | $6,924-39.1% |