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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 | $130,891 | $99,875+31.1% | $146,866-10.9% | $86,983+50.5% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.5%-45.8pp | 69.5%-32.9pp |
| Annual return | 17.95% | 28.10%-10.2pp | 102.85%-84.9pp | 25.83%-7.9pp |
| Employer contribution / active EE | $1,067 | $3,224-66.9% | $4,425-75.9% | $2,584-58.7% |
| Participant deferral / active EE | $2,065 | $6,322-67.3% | $7,759-73.4% | $4,194-50.8% |
| Admin fee / account holder | $2,284 | $7,838-70.9% | $13,620-83.2% | $7,856-70.9% |