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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 | $110,881 | $69,977+58.5% | $108,582+2.1% | $62,881+76.3% |
| Participation rate | 13.2% | 72.9%-59.7pp | 79.6%-66.4pp | 69.3%-56.1pp |
| Annual return | 5.28% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $910 | $2,135-57.4% | $3,758-75.8% | $2,281-60.1% |
| Participant deferral / active EE | $1,031 | $3,165-67.4% | $4,311-76.1% | $3,203-67.8% |
| Admin fee / account holder | $2,028 | $5,076-60.1% | $7,645-73.5% | $4,296-52.8% |