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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 | $199,403 | $106,749+86.8% | $145,433+37.1% | $82,448+141.9% |
| Participation rate | 20.7% | 75.6%-55.0pp | 82.1%-61.4pp | 68.1%-47.4pp |
| Annual return | 16.50% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $874 | $3,444-74.6% | $4,554-80.8% | $2,551-65.8% |
| Participant deferral / active EE | $1,840 | $6,519-71.8% | $7,897-76.7% | $4,139-55.5% |
| Admin fee / account holder | $24,615 | $8,390+193.4% | $13,129+87.5% | $7,234+240.3% |