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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 | $170,441 | $94,031+81.3% | $115,768+47.2% | $82,448+106.7% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.4%-21.3pp | 68.1%-14.9pp |
| Annual return | 16.84% | 20.61%-3.8pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,041 | $2,323-55.2% | $2,940-64.6% | $2,551-59.2% |
| Participant deferral / active EE | $1,638 | $3,972-58.7% | $4,917-66.7% | $4,139-60.4% |
| Admin fee / account holder | $2,859 | $10,249-72.1% | $12,439-77.0% | $7,234-60.5% |