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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 | $196,295 | $106,749+83.9% | $145,433+35.0% | $82,448+138.1% |
| Participation rate | 52.5% | 75.6%-23.1pp | 82.1%-29.6pp | 68.1%-15.6pp |
| Annual return | 16.98% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,193 | $3,444-65.4% | $4,554-73.8% | $2,551-53.2% |
| Participant deferral / active EE | $2,064 | $6,519-68.3% | $7,897-73.9% | $4,139-50.1% |
| Admin fee / account holder | $13,512 | $8,390+61.1% | $13,129+2.9% | $7,234+86.8% |