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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 | $78,687 | $180,028-56.3% | $138,135-43.0% | $158,982-50.5% |
| Participation rate | 45.5% | 82.2%-36.8pp | 78.7%-33.2pp | 82.0%-36.5pp |
| Annual return | 5.84% | 21.68%-15.8pp | 20.51%-14.7pp | 302.99%-297.2pp |
| Employer contribution / active EE | $1,479 | $7,470-80.2% | $5,587-73.5% | $4,763-68.9% |
| Participant deferral / active EE | $1,978 | $7,717-74.4% | $6,431-69.2% | $5,983-66.9% |
| Admin fee / account holder | $34,421 | $17,912+92.2% | $11,856+190.3% | $11,252+205.9% |