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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 | $116,651 | $85,515+36.4% | $112,040+4.1% | $67,986+71.6% |
| Participation rate | 20.0% | 68.2%-48.2pp | 76.5%-56.5pp | 57.2%-37.2pp |
| Annual return | 19.65% | 29.68%-10.0pp | 24.52%-4.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $658 | $2,191-70.0% | $2,954-77.7% | $2,019-67.4% |
| Participant deferral / active EE | $1,090 | $4,014-72.8% | $5,098-78.6% | $3,358-67.5% |
| Admin fee / account holder | $6,986 | $3,774+85.1% | $12,098-42.3% | $3,203+118.1% |