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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 | $180,946 | $84,236+114.8% | $170,435+6.2% | $70,126+158.0% |
| Participation rate | 40.7% | 70.8%-30.1pp | 83.6%-42.9pp | 69.5%-28.8pp |
| Annual return | 18.38% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,885 | $3,387-14.8% | $5,432-46.9% | $2,343+23.2% |
| Participant deferral / active EE | $709 | $3,086-77.0% | $4,939-85.6% | $3,332-78.7% |
| Admin fee / account holder | $5,951 | $5,698+4.4% | $13,881-57.1% | $4,645+28.1% |