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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 | $128,101 | $37,156+244.8% | $83,854+52.8% | $86,983+47.3% |
| Participation rate | 6.9% | 49.1%-42.2pp | 59.1%-52.2pp | 69.5%-62.6pp |
| Annual return | 15.02% | 29.88%-14.9pp | 31.39%-16.4pp | 25.83%-10.8pp |
| Employer contribution / active EE | $79 | $661-88.0% | $1,017-92.2% | $2,584-96.9% |
| Participant deferral / active EE | $288 | $1,418-79.7% | $2,035-85.9% | $4,194-93.1% |
| Admin fee / account holder | $1,042 | $2,510-58.5% | $3,197-67.4% | $7,856-86.7% |