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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 | $119,035 | $91,167+30.6% | $178,498-33.3% | $79,858+49.1% |
| Participation rate | 57.7% | 69.2%-11.5pp | 81.9%-24.2pp | 69.6%-11.9pp |
| Annual return | 14.42% | 24.19%-9.8pp | 151.09%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $9,117 | $3,255+180.1% | $5,011+81.9% | $2,471+269.0% |
| Participant deferral / active EE | $231 | $3,236-92.9% | $5,202-95.6% | $3,740-93.8% |
| Admin fee / account holder | $3,746 | $6,747-44.5% | $13,985-73.2% | $5,306-29.4% |