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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 | $161,370 | $117,829+37.0% | $102,423+57.6% | $145,877+10.6% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 13.60% | 31.83%-18.2pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,976 | $3,615-45.3% | $3,023-34.6% | $4,663-57.6% |
| Participant deferral / active EE | $1,183 | $5,732-79.4% | $5,054-76.6% | $6,691-82.3% |
| Admin fee / account holder | $4,734 | $13,335-64.5% | $9,455-49.9% | $13,402-64.7% |