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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 | $196,685 | $79,169+148.4% | $100,415+95.9% | $74,478+164.1% |
| Participation rate | 47.3% | 79.4%-32.1pp | 81.5%-34.2pp | 67.2%-19.9pp |
| Annual return | 33.86% | 20.51%+13.3pp | 49.47%-15.6pp | 1370.56%-1336.7pp |
| Employer contribution / active EE | $1,810 | $3,017-40.0% | $3,943-54.1% | $2,626-31.1% |
| Participant deferral / active EE | $3,533 | $7,751-54.4% | $8,091-56.3% | $4,350-18.8% |
| Admin fee / account holder | $2,624 | $1,337+96.2% | $7,906-66.8% | $1,946+34.9% |