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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 | $104,837 | $57,119+83.5% | $85,187+23.1% | $80,935+29.5% |
| Participation rate | 14.0% | 56.4%-42.5pp | 67.5%-53.6pp | 67.7%-53.7pp |
| Annual return | 26.68% | 21.70%+5.0pp | 66.67%-40.0pp | 35.66%-9.0pp |
| Employer contribution / active EE | $379 | $1,802-79.0% | $2,732-86.1% | $2,757-86.3% |
| Participant deferral / active EE | $92 | $3,115-97.1% | $4,525-98.0% | $4,299-97.9% |
| Admin fee / account holder | $949 | $4,990-81.0% | $6,162-84.6% | $6,924-86.3% |