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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 | $123,140 | $96,236+28.0% | $133,698-7.9% | $80,959+52.1% |
| Participation rate | 47.7% | 71.2%-23.5pp | 76.4%-28.7pp | 67.7%-20.0pp |
| Annual return | 13.34% | 28.74%-15.4pp | 580.90%-567.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,192 | $3,350-64.4% | $4,218-71.7% | $2,757-56.8% |
| Participant deferral / active EE | $1,805 | $5,709-68.4% | $7,016-74.3% | $4,300-58.0% |
| Admin fee / account holder | $3,697 | $8,250-55.2% | $6,703-44.8% | $6,925-46.6% |