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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 | $202,871 | $126,661+60.2% | $113,397+78.9% | $138,895+46.1% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 10.14% | 25.05%-14.9pp | 23.20%-13.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,041 | $3,456-69.9% | $2,977-65.0% | $4,194-75.2% |
| Participant deferral / active EE | $1,620 | $5,693-71.5% | $5,076-68.1% | $6,396-74.7% |
| Admin fee / account holder | $109,582 | $14,549+653.2% | $11,957+816.5% | $12,562+772.3% |