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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 | $119,278 | $73,988+61.2% | $96,538+23.6% | $75,177+58.7% |
| Participation rate | 34.1% | 66.4%-32.3pp | 74.3%-40.3pp | 67.2%-33.1pp |
| Annual return | 14.57% | 26.73%-12.2pp | 35.74%-21.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,007 | $2,930-65.6% | $3,740-73.1% | $2,671-62.3% |
| Participant deferral / active EE | $1,185 | $3,660-67.6% | $4,880-75.7% | $4,126-71.3% |
| Admin fee / account holder | $724 | $5,220-86.1% | $6,737-89.3% | $5,651-87.2% |