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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 | $180,660 | $112,729+60.3% | $98,716+83.0% | $137,256+31.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 68.57% | 38.48%+30.1pp | 31.81%+36.8pp | 220.34%-151.8pp |
| Employer contribution / active EE | $493 | $2,725-81.9% | $2,279-78.4% | $4,156-88.1% |
| Participant deferral / active EE | $493 | $4,640-89.4% | $4,048-87.8% | $6,407-92.3% |
| Admin fee / account holder | $1,401 | $10,129-86.2% | $8,703-83.9% | $12,270-88.6% |