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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 | $146,403 | $93,617+56.4% | $135,982+7.7% | $75,177+94.7% |
| Participation rate | 31.0% | 75.2%-44.2pp | 81.9%-50.9pp | 67.2%-36.2pp |
| Annual return | 23.82% | 30.89%-7.1pp | 68.32%-44.5pp | 160.75%-136.9pp |
| Employer contribution / active EE | $923 | $3,538-73.9% | $4,859-81.0% | $2,671-65.4% |
| Participant deferral / active EE | $1,526 | $6,406-76.2% | $7,760-80.3% | $4,126-63.0% |
| Admin fee / account holder | $2,007 | $6,980-71.2% | $10,767-81.4% | $5,651-64.5% |