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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 | $101,814 | $76,642+32.8% | $146,866-30.7% | $65,306+55.9% |
| Participation rate | 7.4% | 61.2%-53.8pp | 82.5%-75.1pp | 57.7%-50.3pp |
| Annual return | 18.95% | 33.40%-14.4pp | 102.85%-83.9pp | 21.94%-3.0pp |
| Employer contribution / active EE | $281 | $2,621-89.3% | $4,425-93.7% | $1,967-85.7% |
| Participant deferral / active EE | $733 | $4,864-84.9% | $7,759-90.6% | $2,959-75.2% |
| Admin fee / account holder | $4,381 | $3,960+10.6% | $13,620-67.8% | $3,480+25.9% |