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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 | $141,830 | $106,864+32.7% | $147,318-3.7% | $82,637+71.6% |
| Participation rate | 46.4% | 75.5%-29.1pp | 82.1%-35.6pp | 68.1%-21.6pp |
| Annual return | 14.41% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,357 | $3,417-60.3% | $4,593-70.5% | $2,552-46.8% |
| Participant deferral / active EE | $2,369 | $6,496-63.5% | $7,906-70.0% | $4,126-42.6% |
| Admin fee / account holder | $11,008 | $8,415+30.8% | $13,708-19.7% | $7,339+50.0% |