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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 | $123,150 | $97,550+26.2% | $120,344+2.3% | $87,485+40.8% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.7%-25.8pp | 68.9%-18.0pp |
| Annual return | 11.94% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.1pp |
| Employer contribution / active EE | $916 | $2,291-60.0% | $3,020-69.7% | $2,596-64.7% |
| Participant deferral / active EE | $1,409 | $4,230-66.7% | $5,135-72.6% | $4,274-67.0% |
| Admin fee / account holder | $14,220 | $9,543+49.0% | $12,742+11.6% | $7,775+82.9% |