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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 | $117,793 | $106,749+10.3% | $145,433-19.0% | $82,448+42.9% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 28.45% | 27.59%+0.9pp | 66.58%-38.1pp | 41.64%-13.2pp |
| Employer contribution / active EE | $1,134 | $3,444-67.1% | $4,554-75.1% | $2,551-55.6% |
| Participant deferral / active EE | $1,763 | $6,519-73.0% | $7,897-77.7% | $4,139-57.4% |
| Admin fee / account holder | $18,315 | $8,390+118.3% | $13,129+39.5% | $7,234+153.2% |