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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 | $170,289 | $81,403+109.2% | $147,027+15.8% | $87,485+94.6% |
| Participation rate | 16.3% | 63.4%-47.1pp | 73.7%-57.4pp | 68.9%-52.6pp |
| Annual return | 15.08% | 16.51%-1.4pp | 20.23%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $914 | $2,205-58.6% | $3,626-74.8% | $2,596-64.8% |
| Participant deferral / active EE | $1,011 | $3,315-69.5% | $4,933-79.5% | $4,274-76.3% |
| Admin fee / account holder | $2,984 | $6,755-55.8% | $12,223-75.6% | $7,775-61.6% |