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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 | $107,170 | $88,360+21.3% | $145,433-26.3% | $67,986+57.6% |
| Participation rate | 11.7% | 65.5%-53.8pp | 82.1%-70.4pp | 57.2%-45.5pp |
| Annual return | 17.29% | 63.15%-45.9pp | 66.58%-49.3pp | 31.67%-14.4pp |
| Employer contribution / active EE | $644 | $3,054-78.9% | $4,554-85.9% | $2,019-68.1% |
| Participant deferral / active EE | $1,169 | $5,932-80.3% | $7,897-85.2% | $3,358-65.2% |
| Admin fee / account holder | $2,687 | $3,313-18.9% | $13,129-79.5% | $3,203-16.1% |