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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 | $144,632 | $78,520+84.2% | $96,576+49.8% | $82,448+75.4% |
| Participation rate | 40.7% | 77.7%-37.0pp | 81.4%-40.7pp | 68.1%-27.3pp |
| Annual return | 14.71% | 41.30%-26.6pp | 38.47%-23.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,073 | $2,630-59.2% | $3,553-69.8% | $2,551-57.9% |
| Participant deferral / active EE | $2,623 | $6,754-61.2% | $7,956-67.0% | $4,139-36.6% |
| Admin fee / account holder | $19,034 | $13,455+41.5% | $11,381+67.2% | $7,234+163.1% |