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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 | $127,100 | $114,712+10.8% | $173,730-26.8% | $87,485+45.3% |
| Participation rate | 22.2% | 73.0%-50.8pp | 79.6%-57.3pp | 68.9%-46.7pp |
| Annual return | 13.55% | 20.18%-6.6pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $788 | $2,904-72.9% | $4,577-82.8% | $2,596-69.6% |
| Participant deferral / active EE | $1,122 | $4,642-75.8% | $6,326-82.3% | $4,274-73.8% |
| Admin fee / account holder | $1,839 | $10,210-82.0% | $17,523-89.5% | $7,775-76.3% |