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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 | $150,360 | $101,752+47.8% | $164,928-8.8% | $80,911+85.8% |
| Participation rate | 51.6% | 71.8%-20.2pp | 78.6%-27.0pp | 67.6%-16.0pp |
| Annual return | 12.66% | 16.73%-4.1pp | 70.08%-57.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,184 | $2,953-59.9% | $4,343-72.7% | $2,756-57.0% |
| Participant deferral / active EE | $1,621 | $4,477-63.8% | $6,034-73.1% | $4,297-62.3% |
| Admin fee / account holder | $6,415 | $8,218-21.9% | $12,684-49.4% | $6,935-7.5% |