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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 | $115,768 | $89,370+29.5% | $141,197-18.0% | $72,976+58.6% |
| Participation rate | 67.8% | 75.1%-7.3pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 19.86% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.2pp |
| Employer contribution / active EE | $5,007 | $3,115+60.8% | $4,736+5.7% | $2,440+105.2% |
| Participant deferral / active EE | $894 | $5,419-83.5% | $6,710-86.7% | $3,608-75.2% |
| Admin fee / account holder | $8,414 | $5,957+41.2% | $10,265-18.0% | $5,124+64.2% |