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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 | $85,451 | $45,126+89.4% | $85,187+0.3% | $74,459+14.8% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 11.19% | 26.30%-15.1pp | 66.67%-55.5pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $279 | $1,460-80.9% | $2,732-89.8% | $2,626-89.4% |
| Participant deferral / active EE | $494 | $2,738-81.9% | $4,525-89.1% | $4,350-88.6% |
| Admin fee / account holder | $716 | $2,212-67.6% | $6,162-88.4% | $1,945-63.2% |