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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 | $125,797 | $93,598+34.4% | $135,974-7.5% | $75,173+67.3% |
| Participation rate | 17.6% | 75.2%-57.5pp | 81.9%-64.3pp | 67.2%-49.6pp |
| Annual return | 18.36% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,029 | $3,538-70.9% | $4,859-78.8% | $2,671-61.5% |
| Participant deferral / active EE | $1,572 | $6,405-75.5% | $7,760-79.7% | $4,126-61.9% |
| Admin fee / account holder | $3,433 | $6,978-50.8% | $10,767-68.1% | $5,651-39.3% |