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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 | $197,811 | $106,749+85.3% | $145,433+36.0% | $82,448+139.9% |
| Participation rate | 21.0% | 75.6%-54.7pp | 82.1%-61.2pp | 68.1%-47.1pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $772 | $3,444-77.6% | $4,554-83.1% | $2,551-69.7% |
| Participant deferral / active EE | $2,044 | $6,519-68.6% | $7,897-74.1% | $4,139-50.6% |
| Admin fee / account holder | $9,150 | $8,390+9.1% | $13,129-30.3% | $7,234+26.5% |