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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 | $163,447 | $104,098+57.0% | $140,514+16.3% | $94,015+73.9% |
| Participation rate | 32.7% | 73.7%-41.0pp | 77.8%-45.1pp | 70.8%-38.1pp |
| Annual return | 12.93% | 15.14%-2.2pp | 14.36%-1.4pp | 17.84%-4.9pp |
| Employer contribution / active EE | $967 | $2,388-59.5% | $3,378-71.4% | $2,790-65.3% |
| Participant deferral / active EE | $1,306 | $4,033-67.6% | $4,919-73.4% | $4,249-69.3% |
| Admin fee / account holder | $11,393 | $10,439+9.1% | $13,697-16.8% | $8,951+27.3% |