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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 | $227,510 | $78,520+189.7% | $96,576+135.6% | $82,448+175.9% |
| Participation rate | 55.6% | 77.7%-22.2pp | 81.4%-25.9pp | 68.1%-12.5pp |
| Annual return | 19.81% | 41.30%-21.5pp | 38.47%-18.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $56 | $2,630-97.9% | $3,553-98.4% | $2,551-97.8% |
| Participant deferral / active EE | $786 | $6,754-88.4% | $7,956-90.1% | $4,139-81.0% |
| Admin fee / account holder | $488 | $13,455-96.4% | $11,381-95.7% | $7,234-93.3% |