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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 | $102,491 | $82,133+24.8% | $147,318-30.4% | $64,097+59.9% |
| Participation rate | 23.4% | 62.3%-38.9pp | 82.1%-58.7pp | 55.2%-31.8pp |
| Annual return | 14.73% | 78.78%-64.1pp | 70.43%-55.7pp | 34.64%-19.9pp |
| Employer contribution / active EE | $683 | $2,872-76.2% | $4,593-85.1% | $1,891-63.9% |
| Participant deferral / active EE | $1,238 | $5,407-77.1% | $7,906-84.3% | $3,080-59.8% |
| Admin fee / account holder | $6,143 | $3,730+64.7% | $13,708-55.2% | $3,454+77.8% |