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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 | $187,620 | $117,904+59.1% | $102,457+83.1% | $145,978+28.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 14.53% | 31.80%-17.3pp | 29.41%-14.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,456 | $3,613-59.7% | $3,022-51.8% | $4,662-68.8% |
| Participant deferral / active EE | $1,067 | $5,733-81.4% | $5,054-78.9% | $6,690-84.1% |
| Admin fee / account holder | $1,188 | $13,329-91.1% | $9,451-87.4% | $13,400-91.1% |