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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 | $195,987 | $108,825+80.1% | $156,181+25.5% | $82,448+137.7% |
| Participation rate | 37.8% | 72.4%-34.6pp | 78.8%-41.0pp | 68.1%-30.3pp |
| Annual return | 25.88% | 20.59%+5.3pp | 64.87%-39.0pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,038 | $2,870-63.8% | $4,294-75.8% | $2,551-59.3% |
| Participant deferral / active EE | $1,868 | $4,577-59.2% | $6,132-69.5% | $4,139-54.9% |
| Admin fee / account holder | $4,615 | $9,341-50.6% | $14,586-68.4% | $7,234-36.2% |