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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 | $118,048 | $86,949+35.8% | $102,460+15.2% | $80,959+45.8% |
| Participation rate | 40.7% | 72.4%-31.7pp | 76.5%-35.8pp | 67.7%-27.0pp |
| Annual return | 13.96% | 18.89%-4.9pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,580 | $2,370-33.3% | $3,025-47.8% | $2,757-42.7% |
| Participant deferral / active EE | $1,771 | $4,121-57.0% | $5,056-65.0% | $4,300-58.8% |
| Admin fee / account holder | $10,850 | $8,048+34.8% | $9,460+14.7% | $6,925+56.7% |