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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 | $128,226 | $86,949+47.5% | $102,460+25.1% | $80,959+58.4% |
| Participation rate | 55.4% | 72.4%-17.0pp | 76.5%-21.2pp | 67.7%-12.3pp |
| Annual return | 25.72% | 18.89%+6.8pp | 29.47%-3.7pp | 35.67%-9.9pp |
| Employer contribution / active EE | $1,209 | $2,370-49.0% | $3,025-60.0% | $2,757-56.2% |
| Participant deferral / active EE | $1,287 | $4,121-68.8% | $5,056-74.5% | $4,300-70.1% |
| Admin fee / account holder | $18,314 | $8,048+127.6% | $9,460+93.6% | $6,925+164.4% |