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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 | $107,421+32.8% | $182,262-21.7% | $94,015+51.7% |
| Participation rate | 19.6% | 77.8%-58.2pp | 84.2%-64.6pp | 70.8%-51.2pp |
| Annual return | 15.90% | 21.32%-5.4pp | 140.60%-124.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $680 | $3,448-80.3% | $5,046-86.5% | $2,790-75.6% |
| Participant deferral / active EE | $2,376 | $6,558-63.8% | $8,276-71.3% | $4,249-44.1% |
| Admin fee / account holder | $1,406 | $8,692-83.8% | $16,712-91.6% | $8,951-84.3% |