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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 | $148,769 | $94,031+58.2% | $115,768+28.5% | $82,448+80.4% |
| Participation rate | 48.5% | 70.4%-21.9pp | 74.4%-25.9pp | 68.1%-19.6pp |
| Annual return | 21.38% | 20.61%+0.8pp | 100.46%-79.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,136 | $2,323-51.1% | $2,940-61.3% | $2,551-55.5% |
| Participant deferral / active EE | $1,264 | $3,972-68.2% | $4,917-74.3% | $4,139-69.5% |
| Admin fee / account holder | $11,252 | $10,249+9.8% | $12,439-9.5% | $7,234+55.5% |