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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 | $191,756 | $45,312+323.2% | $86,233+122.4% | $67,986+182.1% |
| Participation rate | 6.4% | 42.4%-36.0pp | 69.0%-62.6pp | 57.2%-50.8pp |
| Annual return | 18.10% | 24.79%-6.7pp | 61.39%-43.3pp | 31.67%-13.6pp |
| Employer contribution / active EE | $109 | $1,160-90.6% | $2,504-95.7% | $2,019-94.6% |
| Participant deferral / active EE | $357 | $2,185-83.7% | $4,559-92.2% | $3,358-89.4% |
| Admin fee / account holder | $2,724 | $3,295-17.3% | $8,342-67.3% | $3,203-15.0% |