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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 | $93,313 | $78,707+18.6% | $117,861-20.8% | $70,126+33.1% |
| Participation rate | 22.9% | 73.2%-50.3pp | 79.7%-56.7pp | 69.5%-46.6pp |
| Annual return | 16.86% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $894 | $2,223-59.8% | $3,786-76.4% | $2,343-61.8% |
| Participant deferral / active EE | $1,459 | $3,297-55.8% | $4,482-67.5% | $3,332-56.2% |
| Admin fee / account holder | $1,685 | $5,066-66.7% | $8,021-79.0% | $4,645-63.7% |