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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 | $163,676 | $77,814+110.3% | $158,223+3.4% | $86,983+88.2% |
| Participation rate | 44.4% | 68.4%-24.0pp | 79.2%-34.8pp | 69.5%-25.1pp |
| Annual return | 16.81% | 30.54%-13.7pp | 52.09%-35.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $532 | $2,592-79.5% | $4,109-87.0% | $2,584-79.4% |
| Participant deferral / active EE | $684 | $3,270-79.1% | $5,467-87.5% | $4,194-83.7% |
| Admin fee / account holder | $6,489 | $5,879+10.4% | $16,047-59.6% | $7,856-17.4% |