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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 | $170,289 | $77,896+118.6% | $134,172+26.9% | $82,448+106.5% |
| Participation rate | 16.3% | 62.8%-46.5pp | 72.5%-56.1pp | 68.1%-51.7pp |
| Annual return | 15.08% | 18.21%-3.1pp | 25.30%-10.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $914 | $2,159-57.7% | $3,420-73.3% | $2,551-64.2% |
| Participant deferral / active EE | $1,011 | $3,162-68.0% | $4,690-78.4% | $4,139-75.6% |
| Admin fee / account holder | $2,984 | $6,336-52.9% | $12,016-75.2% | $7,234-58.8% |