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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 | $138,312+46.7% | $122,979+65.0% | $155,188+30.7% |
| Participation rate | 42.9% | 80.2%-37.3pp | 77.2%-34.3pp | 80.8%-37.9pp |
| Annual return | 10.14% | 22.06%-11.9pp | 20.12%-10.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,041 | $3,530-70.5% | $3,062-66.0% | $4,248-75.5% |
| Participant deferral / active EE | $1,620 | $5,592-71.0% | $5,003-67.6% | $6,531-75.2% |
| Admin fee / account holder | $109,582 | $15,089+626.2% | $12,864+751.8% | $14,480+656.8% |