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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 | $129,121 | $65,364+97.5% | $92,909+39.0% | $72,975+76.9% |
| Participation rate | 67.1% | 68.3%-1.2pp | 76.0%-8.9pp | 69.5%-2.4pp |
| Annual return | 19.42% | 42.11%-22.7pp | 109.44%-90.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $1,134 | $2,594-56.3% | $3,653-69.0% | $2,440-53.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,058 | $4,251-28.1% | $5,795-47.2% | $5,124-40.3% |