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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 | $160,072 | $124,425+28.6% | $112,040+42.9% | $137,256+16.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.69% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,599 | $3,411-53.1% | $2,954-45.9% | $4,156-61.5% |
| Participant deferral / active EE | $1,724 | $5,718-69.8% | $5,098-66.2% | $6,407-73.1% |
| Admin fee / account holder | $4,137 | $15,207-72.8% | $12,098-65.8% | $12,270-66.3% |