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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 | $225,030 | $136,860+64.4% | $120,344+87.0% | $154,746+45.4% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 14.73% | 21.38%-6.7pp | 20.30%-5.6pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,614 | $3,533+30.6% | $3,020+52.8% | $4,379+5.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $47,372 | $15,393+207.8% | $12,742+271.8% | $14,365+229.8% |