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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 | $209,807 | $91,037+130.5% | $71,671+192.7% | $147,586+42.2% |
| Participation rate | 47.6% | 76.1%-28.5pp | 68.7%-21.1pp | 82.8%-35.2pp |
| Annual return | 17.98% | 20.48%-2.5pp | 20.65%-2.7pp | 578.59%-560.6pp |
| Employer contribution / active EE | $538 | $3,327-83.8% | $2,460-78.1% | $4,876-89.0% |
| Participant deferral / active EE | $897 | $4,498-80.1% | $3,438-73.9% | $5,439-83.5% |
| Admin fee / account holder | $6,970 | $8,613-19.1% | $5,558+25.4% | $10,886-36.0% |