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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 | $121,297 | $82,882+46.3% | $127,803-5.1% | $72,976+66.2% |
| Participation rate | 45.5% | 71.5%-26.1pp | 79.0%-33.6pp | 69.5%-24.0pp |
| Annual return | 18.81% | 32.20%-13.4pp | 26.14%-7.3pp | 81.02%-62.2pp |
| Employer contribution / active EE | $852 | $3,346-74.5% | $4,576-81.4% | $2,440-65.1% |
| Participant deferral / active EE | $1,417 | $4,791-70.4% | $6,023-76.5% | $3,608-60.7% |
| Admin fee / account holder | $2,659 | $6,487-59.0% | $9,399-71.7% | $5,124-48.1% |