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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 | $167,038 | $110,379+51.3% | $102,412+63.1% | $145,884+14.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.79% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $872 | $4,216-79.3% | $3,870-77.5% | $4,662-81.3% |
| Participant deferral / active EE | $150 | $5,622-97.3% | $5,060-97.0% | $6,690-97.8% |
| Admin fee / account holder | $13,798 | $9,745+41.6% | $8,388+64.5% | $13,392+3.0% |