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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 | $78,520+199.3% | $96,576+143.4% | $82,448+185.1% |
| Participation rate | 38.8% | 77.7%-38.9pp | 81.4%-42.6pp | 68.1%-29.3pp |
| Annual return | 18.68% | 41.30%-22.6pp | 38.47%-19.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,272 | $2,630-51.6% | $3,553-64.2% | $2,551-50.1% |
| Participant deferral / active EE | $2,097 | $6,754-69.0% | $7,956-73.6% | $4,139-49.3% |
| Admin fee / account holder | $2,574 | $13,455-80.9% | $11,381-77.4% | $7,234-64.4% |