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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 | $202,052 | $63,355+218.9% | $91,994+119.6% | $72,983+176.8% |
| Participation rate | 41.8% | 72.5%-30.7pp | 78.6%-36.8pp | 69.5%-27.7pp |
| Annual return | 25.47% | 35.35%-9.9pp | 69.03%-43.6pp | 81.01%-55.5pp |
| Employer contribution / active EE | $3,112 | $2,116+47.1% | $3,452-9.8% | $2,440+27.6% |
| Participant deferral / active EE | $122 | $4,883-97.5% | $5,923-97.9% | $3,608-96.6% |
| Admin fee / account holder | $4,711 | $4,668+0.9% | $7,743-39.2% | $5,124-8.1% |