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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 | $209,011 | $102,422+104.1% | $147,117+42.1% | $80,959+158.2% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 17.27% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $3,350 | $3,717-9.9% | $4,932-32.1% | $2,757+21.5% |
| Participant deferral / active EE | $566 | $6,652-91.5% | $8,065-93.0% | $4,300-86.8% |
| Admin fee / account holder | $27,150 | $7,953+241.4% | $12,993+109.0% | $6,925+292.0% |