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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 | $75,541+116.7% | $152,093+7.6% | $82,637+98.1% |
| Participation rate | 44.4% | 66.5%-22.1pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 16.81% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $532 | $2,622-79.7% | $4,175-87.2% | $2,552-79.1% |
| Participant deferral / active EE | $684 | $3,206-78.7% | $5,451-87.4% | $4,126-83.4% |
| Admin fee / account holder | $6,489 | $6,405+1.3% | $14,497-55.2% | $7,339-11.6% |