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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 | $125,390 | $79,089+58.5% | $100,392+24.9% | $74,459+68.4% |
| Participation rate | 34.3% | 79.4%-45.1pp | 81.5%-47.2pp | 67.2%-32.9pp |
| Annual return | 13.68% | 20.61%-6.9pp | 49.45%-35.8pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,059 | $3,015-64.9% | $3,941-73.1% | $2,626-59.7% |
| Participant deferral / active EE | $2,569 | $7,747-66.8% | $8,090-68.2% | $4,350-40.9% |
| Admin fee / account holder | $1,849 | $1,336+38.4% | $7,904-76.6% | $1,945-4.9% |