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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 | $94,785 | $85,766+10.5% | $136,298-30.5% | $70,126+35.2% |
| Participation rate | 51.2% | 74.2%-22.9pp | 81.9%-30.7pp | 69.5%-18.3pp |
| Annual return | 15.86% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $4,843 | $2,966+63.3% | $4,696+3.1% | $2,343+106.7% |
| Participant deferral / active EE | $1,595 | $5,051-68.4% | $6,247-74.5% | $3,332-52.1% |
| Admin fee / account holder | $1,684 | $5,421-68.9% | $9,244-81.8% | $4,645-63.8% |