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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 | $114,119+54.8% | $107,187+64.8% | $138,895+27.2% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 79.9%-43.6pp |
| Annual return | 21.63% | 273.21%-251.6pp | 204.55%-182.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,325 | $4,059-67.3% | $3,782-65.0% | $4,194-68.4% |
| Participant deferral / active EE | $1,327 | $5,538-76.0% | $5,096-74.0% | $6,396-79.3% |
| Admin fee / account holder | $5,457 | $10,024-45.6% | $9,162-40.4% | $12,562-56.6% |