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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 | $153,759 | $211,288-27.2% | $178,540-13.9% | $145,884+5.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 20.39% | 30.27%-9.9pp | 27.15%-6.8pp | 551.85%-531.5pp |
| Employer contribution / active EE | $1,450 | $4,574-68.3% | $3,953-63.3% | $4,662-68.9% |
| Participant deferral / active EE | $850 | $6,967-87.8% | $6,281-86.5% | $6,690-87.3% |
| Admin fee / account holder | $2,128 | $12,105-82.4% | $10,424-79.6% | $13,392-84.1% |