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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 | $210,843 | $93,598+125.3% | $135,974+55.1% | $75,173+180.5% |
| Participation rate | 26.1% | 75.2%-49.1pp | 81.9%-55.8pp | 67.2%-41.1pp |
| Annual return | 21.49% | 30.89%-9.4pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $794 | $3,538-77.5% | $4,859-83.6% | $2,671-70.3% |
| Participant deferral / active EE | $2,040 | $6,405-68.2% | $7,760-73.7% | $4,126-50.6% |
| Admin fee / account holder | $7,086 | $6,978+1.6% | $10,767-34.2% | $5,651+25.4% |