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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 | $86,938+107.6% | $102,423+76.2% | $80,925+123.0% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.7%-21.5pp |
| Annual return | 17.72% | 18.89%-1.2pp | 29.42%-11.7pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,165 | $2,369-50.8% | $3,023-61.5% | $2,756-57.7% |
| Participant deferral / active EE | $1,812 | $4,120-56.0% | $5,054-64.2% | $4,299-57.9% |
| Admin fee / account holder | $11,389 | $8,053+41.4% | $9,455+20.5% | $6,940+64.1% |