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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 | $191,851 | $68,586+179.7% | $120,380+59.4% | $80,911+137.1% |
| Participation rate | 24.0% | 61.6%-37.6pp | 71.9%-47.9pp | 67.6%-43.6pp |
| Annual return | 22.02% | 23.62%-1.6pp | 107.28%-85.3pp | 35.63%-13.6pp |
| Employer contribution / active EE | $528 | $2,053-74.3% | $3,465-84.8% | $2,756-80.8% |
| Participant deferral / active EE | $1,002 | $3,174-68.4% | $4,992-79.9% | $4,297-76.7% |
| Admin fee / account holder | $3,286 | $5,733-42.7% | $9,421-65.1% | $6,935-52.6% |