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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 | $81,334+43.4% | $113,397+2.9% | $64,097+82.0% |
| Participation rate | 20.0% | 65.6%-45.6pp | 76.5%-56.5pp | 55.2%-35.2pp |
| Annual return | 19.65% | 32.50%-12.9pp | 23.20%-3.5pp | 34.64%-15.0pp |
| Employer contribution / active EE | $658 | $2,077-68.3% | $2,977-77.9% | $1,891-65.2% |
| Participant deferral / active EE | $1,090 | $3,795-71.3% | $5,076-78.5% | $3,080-64.6% |
| Admin fee / account holder | $6,986 | $4,208+66.0% | $11,957-41.6% | $3,454+102.2% |