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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 | $177,148 | $124,980+41.7% | $108,359+63.5% | $154,746+14.5% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 14.11% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $581 | $2,851-79.6% | $2,399-75.8% | $4,379-86.7% |
| Participant deferral / active EE | $1,190 | $4,743-74.9% | $4,137-71.2% | $6,730-82.3% |
| Admin fee / account holder | $7,164 | $11,502-37.7% | $9,741-26.5% | $14,365-50.1% |