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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 | $174,919 | $59,220+195.4% | $96,570+81.1% | $79,391+120.3% |
| Participation rate | 18.3% | 61.9%-43.6pp | 69.8%-51.5pp | 70.7%-52.4pp |
| Annual return | 14.33% | 27.08%-12.7pp | 37.79%-23.5pp | 116.88%-102.5pp |
| Employer contribution / active EE | $558 | $1,216-54.1% | $2,357-76.3% | $2,428-77.0% |
| Participant deferral / active EE | $1,073 | $2,948-63.6% | $3,849-72.1% | $4,046-73.5% |
| Admin fee / account holder | $879 | $659+33.5% | $6,182-85.8% | $627+40.4% |