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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 | $119,660 | $81,208+47.3% | $98,916+21.0% | $79,858+49.8% |
| Participation rate | 11.4% | 72.5%-61.1pp | 76.0%-64.7pp | 69.6%-58.3pp |
| Annual return | 13.34% | 60.99%-47.6pp | 196.45%-183.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $417 | $1,960-78.7% | $2,689-84.5% | $2,471-83.1% |
| Participant deferral / active EE | $834 | $3,265-74.5% | $4,245-80.3% | $3,740-77.7% |
| Admin fee / account holder | $3,430 | $6,013-42.9% | $6,642-48.4% | $5,306-35.3% |