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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 | $139,565 | $110,379+26.4% | $102,412+36.3% | $145,884-4.3% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 13.07% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $890 | $4,216-78.9% | $3,870-77.0% | $4,662-80.9% |
| Participant deferral / active EE | $1,505 | $5,622-73.2% | $5,060-70.3% | $6,690-77.5% |
| Admin fee / account holder | $9,002 | $9,745-7.6% | $8,388+7.3% | $13,392-32.8% |