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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 | $182,104 | $55,930+225.6% | $76,089+139.3% | $80,925+125.0% |
| Participation rate | 14.5% | 62.1%-47.5pp | 69.1%-54.6pp | 67.7%-53.1pp |
| Annual return | 15.15% | 20.58%-5.4pp | 360.94%-345.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $601 | $1,866-67.8% | $2,690-77.7% | $2,756-78.2% |
| Participant deferral / active EE | $873 | $3,051-71.4% | $4,259-79.5% | $4,299-79.7% |
| Admin fee / account holder | $4,778 | $5,241-8.8% | $6,418-25.5% | $6,940-31.1% |