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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 | $107,839 | $77,638+38.9% | $156,551-31.1% | $62,881+71.5% |
| Participation rate | 19.5% | 71.2%-51.7pp | 84.0%-64.5pp | 69.3%-49.8pp |
| Annual return | 11.71% | 50.33%-38.6pp | 32.23%-20.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $574 | $3,444-83.3% | $5,501-89.6% | $2,281-74.8% |
| Participant deferral / active EE | $666 | $3,046-78.1% | $4,871-86.3% | $3,203-79.2% |
| Admin fee / account holder | $10,721 | $5,561+92.8% | $13,028-17.7% | $4,296+149.6% |