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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 | $175,534 | $58,057+202.3% | $97,032+80.9% | $86,983+101.8% |
| Participation rate | 3.2% | 60.4%-57.1pp | 71.6%-68.3pp | 69.5%-66.3pp |
| Annual return | 41.38% | 22.26%+19.1pp | 35.38%+6.0pp | 25.83%+15.6pp |
| Employer contribution / active EE | $229 | $1,663-86.2% | $2,629-91.3% | $2,584-91.1% |
| Participant deferral / active EE | $572 | $3,244-82.4% | $4,672-87.8% | $4,194-86.4% |
| Admin fee / account holder | $2,518 | $4,839-48.0% | $9,418-73.3% | $7,856-67.9% |