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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 | $171,272 | $108,882+57.3% | $96,754+77.0% | $154,746+10.7% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 14.51% | 98.39%-83.9pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $4,917 | $3,018+62.9% | $2,679+83.5% | $4,379+12.3% |
| Participant deferral / active EE | $881 | $5,323-83.5% | $4,758-81.5% | $6,730-86.9% |
| Admin fee / account holder | $3,838 | $10,200-62.4% | $8,905-56.9% | $14,365-73.3% |