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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 | $131,518 | $95,453+37.8% | $112,040+17.4% | $82,448+59.5% |
| Participation rate | 40.2% | 72.8%-32.6pp | 76.5%-36.3pp | 68.1%-27.9pp |
| Annual return | 16.43% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $977 | $2,318-57.8% | $2,954-66.9% | $2,551-61.7% |
| Participant deferral / active EE | $1,739 | $4,224-58.8% | $5,098-65.9% | $4,139-58.0% |
| Admin fee / account holder | $3,155 | $9,013-65.0% | $12,098-73.9% | $7,234-56.4% |