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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 | $82,133+30.5% | $147,318-27.3% | $64,097+67.2% |
| Participation rate | 11.7% | 62.3%-50.6pp | 82.1%-70.4pp | 55.2%-43.5pp |
| Annual return | 17.29% | 78.78%-61.5pp | 70.43%-53.1pp | 34.64%-17.4pp |
| Employer contribution / active EE | $644 | $2,872-77.6% | $4,593-86.0% | $1,891-65.9% |
| Participant deferral / active EE | $1,169 | $5,407-78.4% | $7,906-85.2% | $3,080-62.1% |
| Admin fee / account holder | $2,687 | $3,730-28.0% | $13,708-80.4% | $3,454-22.2% |