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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 | $93,589+34.4% | $135,942-7.5% | $75,181+67.3% |
| Participation rate | 17.6% | 75.2%-57.5pp | 81.9%-64.3pp | 67.2%-49.6pp |
| Annual return | 18.36% | 30.90%-12.5pp | 68.28%-49.9pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,029 | $3,537-70.9% | $4,858-78.8% | $2,671-61.5% |
| Participant deferral / active EE | $1,572 | $6,405-75.5% | $7,759-79.7% | $4,126-61.9% |
| Admin fee / account holder | $3,433 | $6,977-50.8% | $10,764-68.1% | $5,650-39.2% |