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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 | $119,737 | $105,960+13.0% | $81,726+46.5% | $158,982-24.7% |
| Participation rate | 30.8% | 75.6%-44.8pp | 72.0%-41.2pp | 82.0%-51.2pp |
| Annual return | 18.09% | 38.19%-20.1pp | 29.49%-11.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $291 | $7,805-96.3% | $4,311-93.2% | $4,763-93.9% |
| Participant deferral / active EE | $340 | $13,011-97.4% | $7,108-95.2% | $5,983-94.3% |
| Admin fee / account holder | $24,686 | $8,494+190.6% | $5,160+378.4% | $11,252+119.4% |