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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 | $129,737+36.1% | $119,126+48.3% | $154,746+14.1% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 21.63% | 379.08%-357.5pp | 282.11%-260.5pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,325 | $4,375-69.7% | $4,034-67.1% | $4,379-69.7% |
| Participant deferral / active EE | $1,327 | $5,842-77.3% | $5,318-75.0% | $6,730-80.3% |
| Admin fee / account holder | $5,457 | $11,961-54.4% | $10,693-49.0% | $14,365-62.0% |