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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 | $120,824 | $86,938+39.0% | $102,423+18.0% | $80,925+49.3% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.7%-26.0pp |
| Annual return | 13.34% | 18.89%-5.6pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $822 | $2,369-65.3% | $3,023-72.8% | $2,756-70.2% |
| Participant deferral / active EE | $1,785 | $4,120-56.7% | $5,054-64.7% | $4,299-58.5% |
| Admin fee / account holder | $11,987 | $8,053+48.9% | $9,455+26.8% | $6,940+72.7% |