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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 | $55,902+225.8% | $76,030+139.5% | $80,959+124.9% |
| Participation rate | 14.5% | 62.1%-47.5pp | 69.1%-54.5pp | 67.7%-53.2pp |
| Annual return | 15.15% | 20.59%-5.4pp | 361.54%-346.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $601 | $1,867-67.8% | $2,688-77.6% | $2,757-78.2% |
| Participant deferral / active EE | $873 | $3,051-71.4% | $4,257-79.5% | $4,300-79.7% |
| Admin fee / account holder | $4,778 | $5,239-8.8% | $6,421-25.6% | $6,925-31.0% |