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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 | $108,825+16.8% | $156,181-18.6% | $82,448+54.2% |
| Participation rate | 22.2% | 72.4%-50.1pp | 78.8%-56.6pp | 68.1%-45.8pp |
| Annual return | 13.55% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $788 | $2,870-72.5% | $4,294-81.6% | $2,551-69.1% |
| Participant deferral / active EE | $1,122 | $4,577-75.5% | $6,132-81.7% | $4,139-72.9% |
| Admin fee / account holder | $1,839 | $9,341-80.3% | $14,586-87.4% | $7,234-74.6% |