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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 | $235,019 | $78,197+200.5% | $98,090+139.6% | $82,637+184.4% |
| Participation rate | 38.8% | 77.5%-38.7pp | 81.5%-42.7pp | 68.1%-29.2pp |
| Annual return | 18.68% | 40.25%-21.6pp | 37.05%-18.4pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,272 | $2,605-51.2% | $3,606-64.7% | $2,552-50.2% |
| Participant deferral / active EE | $2,097 | $6,636-68.4% | $7,845-73.3% | $4,126-49.2% |
| Admin fee / account holder | $2,574 | $14,832-82.6% | $11,815-78.2% | $7,339-64.9% |