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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 | $240,577 | $47,944+401.8% | $67,834+254.7% | $62,881+282.6% |
| Participation rate | 22.9% | 61.1%-38.1pp | 68.8%-45.9pp | 69.3%-46.4pp |
| Annual return | 5.78% | 11.77%-6.0pp | 138.47%-132.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,096 | $1,562-29.8% | $2,403-54.4% | $2,281-51.9% |
| Participant deferral / active EE | $625 | $2,247-72.2% | $3,160-80.2% | $3,203-80.5% |
| Admin fee / account holder | $4,544 | $3,712+22.4% | $4,622-1.7% | $4,296+5.8% |