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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 | $105,763 | $94,031+12.5% | $115,768-8.6% | $82,448+28.3% |
| Participation rate | 30.2% | 70.4%-40.3pp | 74.4%-44.2pp | 68.1%-37.9pp |
| Annual return | 20.55% | 20.61%-0.1pp | 100.46%-79.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $923 | $2,323-60.3% | $2,940-68.6% | $2,551-63.8% |
| Participant deferral / active EE | $1,615 | $3,972-59.3% | $4,917-67.2% | $4,139-61.0% |
| Admin fee / account holder | $11,280 | $10,249+10.1% | $12,439-9.3% | $7,234+55.9% |