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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 | $156,706 | $101,778+54.0% | $164,975-5.0% | $80,925+93.6% |
| Participation rate | 37.0% | 71.8%-34.8pp | 78.6%-41.6pp | 67.7%-30.6pp |
| Annual return | 18.20% | 16.73%+1.5pp | 70.12%-51.9pp | 35.65%-17.4pp |
| Employer contribution / active EE | $1,014 | $2,954-65.7% | $4,343-76.6% | $2,756-63.2% |
| Participant deferral / active EE | $1,956 | $4,477-56.3% | $6,033-67.6% | $4,299-54.5% |
| Admin fee / account holder | $2,203 | $8,221-73.2% | $12,688-82.6% | $6,940-68.3% |