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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 | $239,546 | $107,666+122.5% | $102,184+134.4% | $154,746+54.8% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 17.96% | 29.33%-11.4pp | 31.58%-13.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,425 | $3,846-37.0% | $3,594-32.5% | $4,379-44.6% |
| Participant deferral / active EE | $2,425 | $8,719-72.2% | $8,309-70.8% | $6,730-64.0% |
| Admin fee / account holder | $2,055 | $12,943-84.1% | $11,609-82.3% | $14,365-85.7% |