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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 | $106,864+22.8% | $147,318-10.9% | $82,637+58.8% |
| Participation rate | 52.0% | 75.5%-23.5pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 16.57% | 27.49%-10.9pp | 70.43%-53.9pp | 53.51%-36.9pp |
| Employer contribution / active EE | $800 | $3,417-76.6% | $4,593-82.6% | $2,552-68.7% |
| Participant deferral / active EE | $2,111 | $6,496-67.5% | $7,906-73.3% | $4,126-48.8% |
| Admin fee / account holder | $14,054 | $8,415+67.0% | $13,708+2.5% | $7,339+91.5% |