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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 | $165,789 | $76,112+117.8% | $96,544+71.7% | $71,529+131.8% |
| Participation rate | 14.8% | 74.4%-59.6pp | 76.0%-61.2pp | 67.9%-53.1pp |
| Annual return | 18.01% | 22.80%-4.8pp | 25.88%-7.9pp | 28.97%-11.0pp |
| Employer contribution / active EE | $1,045 | $2,248-53.5% | $2,966-64.8% | $2,590-59.6% |
| Participant deferral / active EE | $1,872 | $4,217-55.6% | $4,851-61.4% | $4,291-56.4% |
| Admin fee / account holder | $24,718 | $2,708+812.6% | $8,254+199.5% | $1,588+1456.1% |