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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 | $144,396 | $106,864+35.1% | $147,318-2.0% | $82,637+74.7% |
| Participation rate | 32.1% | 75.5%-43.4pp | 82.1%-49.9pp | 68.1%-35.9pp |
| Annual return | 14.95% | 27.49%-12.5pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $693 | $3,417-79.7% | $4,593-84.9% | $2,552-72.8% |
| Participant deferral / active EE | $2,278 | $6,496-64.9% | $7,906-71.2% | $4,126-44.8% |
| Admin fee / account holder | $18,402 | $8,415+118.7% | $13,708+34.2% | $7,339+150.7% |