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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 | $136,752 | $89,259+53.2% | $107,187+27.6% | $82,637+65.5% |
| Participation rate | 20.9% | 67.9%-47.0pp | 75.0%-54.1pp | 68.1%-47.2pp |
| Annual return | 18.76% | 21.02%-2.3pp | 204.55%-185.8pp | 53.51%-34.7pp |
| Employer contribution / active EE | $949 | $3,080-69.2% | $3,782-74.9% | $2,552-62.8% |
| Participant deferral / active EE | $1,534 | $4,037-62.0% | $5,096-69.9% | $4,126-62.8% |
| Admin fee / account holder | $2,384 | $7,381-67.7% | $9,162-74.0% | $7,339-67.5% |