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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 | $137,466 | $91,559+50.1% | $133,978+2.6% | $79,856+72.1% |
| Participation rate | 64.8% | 73.3%-8.6pp | 79.8%-15.1pp | 69.6%-4.9pp |
| Annual return | 16.10% | 61.85%-45.8pp | 45.10%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,432 | $2,384+127.9% | $3,919+38.6% | $2,471+119.8% |
| Participant deferral / active EE | $1,117 | $3,734-70.1% | $5,047-77.9% | $3,741-70.1% |
| Admin fee / account holder | $4,607 | $6,321-27.1% | $8,930-48.4% | $5,306-13.2% |