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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 | $192,485 | $75,807+153.9% | $116,096+65.8% | $86,983+121.3% |
| Participation rate | 2.5% | 66.9%-64.4pp | 73.3%-70.8pp | 69.5%-67.0pp |
| Annual return | 21.49% | 18.57%+2.9pp | 326.25%-304.8pp | 25.83%-4.3pp |
| Employer contribution / active EE | $309 | $1,892-83.7% | $2,503-87.6% | $2,584-88.0% |
| Participant deferral / active EE | $309 | $3,212-90.4% | $3,952-92.2% | $4,194-92.6% |
| Admin fee / account holder | $1,372 | $6,659-79.4% | $7,704-82.2% | $7,856-82.5% |