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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 | $180,457 | $86,949+107.5% | $102,460+76.1% | $80,959+122.9% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 17.72% | 18.89%-1.2pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,165 | $2,370-50.8% | $3,025-61.5% | $2,757-57.7% |
| Participant deferral / active EE | $1,812 | $4,121-56.0% | $5,056-64.2% | $4,300-57.9% |
| Admin fee / account holder | $11,389 | $8,048+41.5% | $9,460+20.4% | $6,925+64.5% |