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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 | $243,499 | $106,749+128.1% | $145,433+67.4% | $82,448+195.3% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.1%-30.4pp | 68.1%-16.3pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,615 | $3,444-53.1% | $4,554-64.5% | $2,551-36.7% |
| Participant deferral / active EE | $2,425 | $6,519-62.8% | $7,897-69.3% | $4,139-41.4% |
| Admin fee / account holder | $4,923 | $8,390-41.3% | $13,129-62.5% | $7,234-31.9% |