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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 | $75,058+42.8% | $152,301-29.6% | $64,340+66.6% |
| Participation rate | 11.7% | 60.9%-49.2pp | 82.4%-70.8pp | 55.2%-43.6pp |
| Annual return | 17.29% | 29.93%-12.6pp | 80.50%-63.2pp | 24.14%-6.9pp |
| Employer contribution / active EE | $644 | $2,605-75.3% | $4,624-86.1% | $1,862-65.4% |
| Participant deferral / active EE | $1,169 | $5,041-76.8% | $8,004-85.4% | $2,980-60.8% |
| Admin fee / account holder | $2,687 | $4,050-33.7% | $14,398-81.3% | $3,703-27.4% |