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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 | $228,602 | $167,362+36.6% | $143,799+59.0% | $134,532+69.9% |
| Participation rate | 27.3% | 84.8%-57.5pp | 80.3%-53.0pp | 81.2%-54.0pp |
| Annual return | -16.85% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,567 | $5,620-36.5% | $4,952-28.0% | $4,741-24.8% |
| Participant deferral / active EE | $1,497 | $6,447-76.8% | $5,638-73.4% | $6,401-76.6% |
| Admin fee / account holder | $8,911 | $18,094-50.7% | $14,677-39.3% | $11,429-22.0% |