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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 | $112,502 | $79,181+42.1% | $102,423+9.8% | $74,429+51.2% |
| Participation rate | 44.7% | 74.8%-30.0pp | 76.5%-31.8pp | 67.2%-22.5pp |
| Annual return | 23.01% | 54.97%-32.0pp | 29.42%-6.4pp | 1368.38%-1345.4pp |
| Employer contribution / active EE | $1,036 | $2,362-56.1% | $3,023-65.7% | $2,625-60.5% |
| Participant deferral / active EE | $1,719 | $4,416-61.1% | $5,054-66.0% | $4,348-60.5% |
| Admin fee / account holder | $5,967 | $2,002+198.1% | $9,455-36.9% | $1,944+206.9% |