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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 | $231,896 | $171,272+35.4% | $127,803+81.4% | $152,909+51.7% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.0%-36.2pp | 82.5%-39.6pp |
| Annual return | 13.76% | 23.54%-9.8pp | 26.14%-12.4pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,970 | $5,451-63.9% | $4,576-56.9% | $4,764-58.6% |
| Participant deferral / active EE | $1,970 | $7,043-72.0% | $6,023-67.3% | $5,851-66.3% |
| Admin fee / account holder | $2,400 | $14,540-83.5% | $9,399-74.5% | $11,601-79.3% |