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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 | $57,061+83.7% | $85,063+23.2% | $80,911+29.6% |
| Participation rate | 14.0% | 56.3%-42.4pp | 67.5%-53.6pp | 67.6%-53.7pp |
| Annual return | 26.68% | 21.66%+5.0pp | 66.54%-39.9pp | 35.63%-8.9pp |
| Employer contribution / active EE | $379 | $1,799-78.9% | $2,727-86.1% | $2,756-86.3% |
| Participant deferral / active EE | $92 | $3,110-97.1% | $4,523-98.0% | $4,297-97.9% |
| Admin fee / account holder | $949 | $4,986-81.0% | $6,155-84.6% | $6,935-86.3% |