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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 | $220,767 | $107,666+105.0% | $102,184+116.0% | $154,746+42.7% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 17.48% | 29.33%-11.9pp | 31.58%-14.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,174 | $3,846-43.5% | $3,594-39.5% | $4,379-50.3% |
| Participant deferral / active EE | $2,174 | $8,719-75.1% | $8,309-73.8% | $6,730-67.7% |
| Admin fee / account holder | $1,799 | $12,943-86.1% | $11,609-84.5% | $14,365-87.5% |