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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 | $171,878 | $97,550+76.2% | $120,344+42.8% | $87,485+96.5% |
| Participation rate | 49.2% | 72.8%-23.6pp | 76.7%-27.5pp | 68.9%-19.8pp |
| Annual return | 15.31% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,930 | $2,291+27.9% | $3,020-3.0% | $2,596+12.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,401 | $9,543-43.4% | $12,742-57.6% | $7,775-30.5% |