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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 | $131,222 | $106,749+22.9% | $145,433-9.8% | $82,448+59.2% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 16.57% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $800 | $3,444-76.8% | $4,554-82.4% | $2,551-68.6% |
| Participant deferral / active EE | $2,111 | $6,519-67.6% | $7,897-73.3% | $4,139-49.0% |
| Admin fee / account holder | $14,054 | $8,390+67.5% | $13,129+7.0% | $7,234+94.3% |