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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 | $111,744 | $94,031+18.8% | $115,768-3.5% | $82,448+35.5% |
| Participation rate | 24.1% | 70.4%-46.3pp | 74.4%-50.3pp | 68.1%-43.9pp |
| Annual return | 15.03% | 20.61%-5.6pp | 100.46%-85.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $701 | $2,323-69.8% | $2,940-76.2% | $2,551-72.5% |
| Participant deferral / active EE | $1,084 | $3,972-72.7% | $4,917-78.0% | $4,139-73.8% |
| Admin fee / account holder | $11,443 | $10,249+11.6% | $12,439-8.0% | $7,234+58.2% |