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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 | $152,553 | $89,370+70.7% | $141,197+8.0% | $72,976+109.0% |
| Participation rate | 29.1% | 75.1%-46.0pp | 82.5%-53.4pp | 69.5%-40.4pp |
| Annual return | 21.73% | 111.88%-90.1pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $834 | $3,115-73.2% | $4,736-82.4% | $2,440-65.8% |
| Participant deferral / active EE | $2,068 | $5,419-61.8% | $6,710-69.2% | $3,608-42.7% |
| Admin fee / account holder | $737 | $5,957-87.6% | $10,265-92.8% | $5,124-85.6% |