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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 | $174,444 | $138,312+26.1% | $122,979+41.8% | $155,188+12.4% |
| Participation rate | 12.5% | 80.2%-67.7pp | 77.2%-64.7pp | 80.8%-68.3pp |
| Annual return | 8.07% | 22.06%-14.0pp | 20.12%-12.0pp | 148.84%-140.8pp |
| Employer contribution / active EE | $934 | $3,530-73.6% | $3,062-69.5% | $4,248-78.0% |
| Participant deferral / active EE | $934 | $5,592-83.3% | $5,003-81.3% | $6,531-85.7% |
| Admin fee / account holder | $120,566 | $15,089+699.0% | $12,864+837.2% | $14,480+732.7% |