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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 | $98,864 | $103,392-4.4% | $87,104+13.5% | $152,897-35.3% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.9%-48.3pp | 82.5%-53.9pp |
| Annual return | 19.09% | 28.10%-9.0pp | 28.19%-9.1pp | 345.43%-326.3pp |
| Employer contribution / active EE | $919 | $3,221-71.5% | $2,521-63.5% | $4,764-80.7% |
| Participant deferral / active EE | $1,479 | $4,778-69.0% | $4,048-63.5% | $5,851-74.7% |
| Admin fee / account holder | $13,832 | $12,194+13.4% | $7,491+84.7% | $11,599+19.3% |