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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 | $142,649 | $106,749+33.6% | $145,433-1.9% | $82,448+73.0% |
| Participation rate | 19.6% | 75.6%-56.0pp | 82.1%-62.5pp | 68.1%-48.5pp |
| Annual return | 15.90% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $680 | $3,444-80.3% | $4,554-85.1% | $2,551-73.4% |
| Participant deferral / active EE | $2,376 | $6,519-63.6% | $7,897-69.9% | $4,139-42.6% |
| Admin fee / account holder | $1,406 | $8,390-83.2% | $13,129-89.3% | $7,234-80.6% |