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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 | $176,633 | $111,535+58.4% | $105,223+67.9% | $137,256+28.7% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 21.63% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,325 | $3,939-66.4% | $3,689-64.1% | $4,156-68.1% |
| Participant deferral / active EE | $1,327 | $5,500-75.9% | $5,072-73.8% | $6,407-79.3% |
| Admin fee / account holder | $5,457 | $9,721-43.9% | $8,859-38.4% | $12,270-55.5% |