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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 | $77,358+194.1% | $102,184+122.6% | $87,485+160.1% |
| Participation rate | 55.6% | 78.7%-23.1pp | 82.6%-27.0pp | 68.9%-13.4pp |
| Annual return | 19.81% | 41.11%-21.3pp | 31.58%-11.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $56 | $2,562-97.8% | $3,594-98.4% | $2,596-97.8% |
| Participant deferral / active EE | $786 | $6,753-88.4% | $8,309-90.5% | $4,274-81.6% |
| Admin fee / account holder | $488 | $6,809-92.8% | $11,609-95.8% | $7,775-93.7% |