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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 | $241,684 | $167,415+44.4% | $140,514+72.0% | $198,609+21.7% |
| Participation rate | 54.5% | 80.9%-26.3pp | 77.8%-23.3pp | 82.4%-27.8pp |
| Annual return | 13.23% | 13.85%-0.6pp | 14.36%-1.1pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,513 | $4,088-63.0% | $3,378-55.2% | $5,055-70.1% |
| Participant deferral / active EE | $1,791 | $5,579-67.9% | $4,919-63.6% | $6,977-74.3% |
| Admin fee / account holder | $1,856 | $16,730-88.9% | $13,697-86.5% | $19,030-90.2% |