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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 | $167,324 | $63,365+164.1% | $91,994+81.9% | $72,975+129.3% |
| Participation rate | 64.0% | 72.5%-8.5pp | 78.6%-14.6pp | 69.5%-5.5pp |
| Annual return | 21.32% | 35.35%-14.0pp | 69.04%-47.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $299 | $2,116-85.9% | $3,453-91.3% | $2,440-87.7% |
| Participant deferral / active EE | $1,551 | $4,883-68.2% | $5,924-73.8% | $3,608-57.0% |
| Admin fee / account holder | $1,046 | $4,670-77.6% | $7,744-86.5% | $5,124-79.6% |