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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 | $94,436+57.5% | $115,599+28.7% | $82,637+80.0% |
| Participation rate | 48.5% | 70.4%-21.9pp | 74.3%-25.8pp | 68.1%-19.6pp |
| Annual return | 21.38% | 18.37%+3.0pp | 111.10%-89.7pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,136 | $2,324-51.1% | $2,955-61.5% | $2,552-55.5% |
| Participant deferral / active EE | $1,264 | $3,955-68.0% | $4,889-74.2% | $4,126-69.4% |
| Admin fee / account holder | $11,252 | $10,328+8.9% | $12,841-12.4% | $7,339+53.3% |