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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 | $139,548 | $88,360+57.9% | $145,433-4.0% | $67,986+105.3% |
| Participation rate | 34.0% | 65.5%-31.5pp | 82.1%-48.1pp | 57.2%-23.2pp |
| Annual return | 15.19% | 63.15%-48.0pp | 66.58%-51.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $992 | $3,054-67.5% | $4,554-78.2% | $2,019-50.9% |
| Participant deferral / active EE | $1,459 | $5,932-75.4% | $7,897-81.5% | $3,358-56.5% |
| Admin fee / account holder | $2,195 | $3,313-33.7% | $13,129-83.3% | $3,203-31.5% |