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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 | $133,401 | $89,364+49.3% | $141,177-5.5% | $72,983+82.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 19.05% | 111.86%-92.8pp | 71.40%-52.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $964 | $3,115-69.1% | $4,736-79.6% | $2,440-60.5% |
| Participant deferral / active EE | $2,015 | $5,419-62.8% | $6,710-70.0% | $3,608-44.1% |
| Admin fee / account holder | $1,894 | $5,959-68.2% | $10,263-81.5% | $5,124-63.0% |