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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 | $106,864+22.5% | $147,318-11.2% | $82,637+58.4% |
| Participation rate | 36.7% | 75.5%-38.8pp | 82.1%-45.4pp | 68.1%-31.4pp |
| Annual return | 17.95% | 27.49%-9.5pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,067 | $3,417-68.8% | $4,593-76.8% | $2,552-58.2% |
| Participant deferral / active EE | $2,065 | $6,496-68.2% | $7,906-73.9% | $4,126-49.9% |
| Admin fee / account holder | $2,284 | $8,415-72.9% | $13,708-83.3% | $7,339-68.9% |