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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 | $147,556+16.1% | $129,031+32.7% | $198,609-13.8% |
| Participation rate | 44.4% | 77.2%-32.8pp | 73.4%-28.9pp | 82.4%-37.9pp |
| Annual return | 14.51% | 37.41%-22.9pp | 34.67%-20.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $4,917 | $3,645+34.9% | $3,226+52.4% | $5,055-2.7% |
| Participant deferral / active EE | $881 | $5,760-84.7% | $5,217-83.1% | $6,977-87.4% |
| Admin fee / account holder | $3,838 | $15,467-75.2% | $13,208-70.9% | $19,030-79.8% |