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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 | $193,148 | $77,472+149.3% | $100,392+92.4% | $80,935+138.6% |
| Participation rate | 38.5% | 76.9%-38.5pp | 81.5%-43.0pp | 67.7%-29.2pp |
| Annual return | 16.31% | 37.26%-20.9pp | 49.45%-33.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,370 | $2,800-51.1% | $3,941-65.2% | $2,757-50.3% |
| Participant deferral / active EE | $2,094 | $6,818-69.3% | $8,090-74.1% | $4,299-51.3% |
| Admin fee / account holder | $2,686 | $5,885-54.4% | $7,904-66.0% | $6,924-61.2% |