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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 | $187,025 | $111,535+67.7% | $105,223+77.7% | $137,256+36.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 15.14% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,148 | $3,939-70.9% | $3,689-68.9% | $4,156-72.4% |
| Participant deferral / active EE | $1,362 | $5,500-75.2% | $5,072-73.2% | $6,407-78.7% |
| Admin fee / account holder | $2,280 | $9,721-76.6% | $8,859-74.3% | $12,270-81.4% |