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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 | $125,299 | $99,345+26.1% | $84,753+47.8% | $273,972-54.3% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $12,436 | $4,214+195.1% | $3,574+247.9% | $4,869+155.4% |
| Participant deferral / active EE | $433 | $4,270-89.9% | $3,712-88.3% | $5,287-91.8% |
| Admin fee / account holder | $7,751 | $6,645+16.6% | $5,333+45.3% | $10,133-23.5% |