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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 | $117,488 | $65,246+80.1% | $98,716+19.0% | $67,986+72.8% |
| Participation rate | 25.0% | 51.4%-26.4pp | 69.3%-44.3pp | 57.2%-32.2pp |
| Annual return | 14.75% | 20.58%-5.8pp | 31.81%-17.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $332 | $1,042-68.1% | $2,279-85.4% | $2,019-83.5% |
| Participant deferral / active EE | $1,030 | $2,594-60.3% | $4,048-74.6% | $3,358-69.3% |
| Admin fee / account holder | $3,897 | $4,561-14.6% | $8,703-55.2% | $3,203+21.7% |