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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 | $126,774 | $81,446+55.7% | $103,374+22.6% | $80,874+56.8% |
| Participation rate | 44.9% | 66.9%-22.0pp | 74.5%-29.6pp | 67.6%-22.8pp |
| Annual return | 13.09% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $5,099 | $3,107+64.1% | $3,869+31.8% | $2,756+85.0% |
| Participant deferral / active EE | $1,305 | $3,870-66.3% | $5,058-74.2% | $4,297-69.6% |
| Admin fee / account holder | $4,078 | $6,715-39.3% | $8,394-51.4% | $6,935-41.2% |