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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 | $99,053+72.9% | $88,179+94.2% | $138,895+23.3% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.1%-24.7pp | 79.9%-35.5pp |
| Annual return | 14.51% | 78.17%-63.7pp | 64.97%-50.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $4,917 | $2,882+70.6% | $2,549+92.9% | $4,194+17.2% |
| Participant deferral / active EE | $881 | $5,225-83.1% | $4,614-80.9% | $6,396-86.2% |
| Admin fee / account holder | $3,838 | $8,748-56.1% | $7,673-50.0% | $12,562-69.4% |