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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 | $233,573 | $76,551+205.1% | $123,894+88.5% | $62,881+271.5% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 6.88% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,398 | $2,882-16.8% | $4,617-48.1% | $2,281+5.1% |
| Participant deferral / active EE | $1,618 | $4,840-66.6% | $5,984-73.0% | $3,203-49.5% |
| Admin fee / account holder | $6,501 | $4,826+34.7% | $8,357-22.2% | $4,296+51.3% |