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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 | $188,969 | $81,358+132.3% | $155,556+21.5% | $80,959+133.4% |
| Participation rate | 60.7% | 66.3%-5.6pp | 78.2%-17.5pp | 67.7%-7.0pp |
| Annual return | 16.65% | 33.39%-16.7pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $8,571 | $3,106+175.9% | $4,675+83.3% | $2,757+210.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,315 | $7,994-58.5% | $15,885-79.1% | $6,925-52.1% |