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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 | $149,439 | $138,393+8.0% | $184,256-18.9% | $80,959+84.6% |
| Participation rate | 38.7% | 83.9%-45.2pp | 86.8%-48.2pp | 67.7%-29.0pp |
| Annual return | 15.08% | 20.01%-4.9pp | 28.85%-13.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,899 | $4,847-60.8% | $6,427-70.4% | $2,757-31.1% |
| Participant deferral / active EE | $3,113 | $7,076-56.0% | $9,133-65.9% | $4,300-27.6% |
| Admin fee / account holder | $13,731 | $10,489+30.9% | $13,899-1.2% | $6,925+98.3% |