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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 | $176,508 | $132,310+33.4% | $105,754+66.9% | $273,972-35.6% |
| Participation rate | 37.5% | 83.2%-45.7pp | 78.9%-41.4pp | 83.0%-45.5pp |
| Annual return | 6.53% | 10.08%-3.5pp | 12.25%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,649 | $4,867-66.1% | $4,079-59.6% | $4,869-66.1% |
| Participant deferral / active EE | $1,649 | $6,233-73.5% | $5,326-69.0% | $5,287-68.8% |
| Admin fee / account holder | $1,306 | $12,036-89.1% | $8,309-84.3% | $10,133-87.1% |