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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 | $117,846+59.2% | $102,434+83.2% | $145,884+28.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 14.53% | 31.90%-17.4pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,456 | $3,615-59.7% | $3,023-51.8% | $4,662-68.8% |
| Participant deferral / active EE | $1,067 | $5,733-81.4% | $5,055-78.9% | $6,690-84.1% |
| Admin fee / account holder | $1,188 | $13,356-91.1% | $9,462-87.4% | $13,392-91.1% |