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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 | $99,119 | $72,273+37.1% | $101,275-2.1% | $79,856+24.1% |
| Participation rate | 48.4% | 68.5%-20.1pp | 75.8%-27.4pp | 69.6%-21.3pp |
| Annual return | 22.60% | 22.30%+0.3pp | 46.48%-23.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $61,232 | $2,691+2175.3% | $3,660+1573.0% | $2,471+2377.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,261 | $4,401+19.5% | $5,948-11.6% | $5,306-0.9% |