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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 | $114,048 | $64,359+77.2% | $90,161+26.5% | $70,126+62.6% |
| Participation rate | 37.8% | 70.4%-32.7pp | 76.9%-39.1pp | 69.5%-31.8pp |
| Annual return | 14.48% | 28.13%-13.7pp | 34.89%-20.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,008 | $2,046-50.7% | $3,318-69.6% | $2,343-57.0% |
| Participant deferral / active EE | $1,409 | $4,389-67.9% | $5,287-73.4% | $3,332-57.7% |
| Admin fee / account holder | $7,236 | $3,945+83.4% | $5,943+21.8% | $4,645+55.8% |