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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 | $135,367 | $78,027+73.5% | $178,528-24.2% | $80,925+67.3% |
| Participation rate | 22.2% | 65.7%-43.5pp | 77.1%-54.9pp | 67.7%-45.4pp |
| Annual return | 13.44% | 18.09%-4.6pp | 27.11%-13.7pp | 35.65%-22.2pp |
| Employer contribution / active EE | $803 | $2,281-64.8% | $3,950-79.7% | $2,756-70.9% |
| Participant deferral / active EE | $1,039 | $4,408-76.4% | $6,278-83.5% | $4,299-75.8% |
| Admin fee / account holder | $1,323 | $7,168-81.5% | $10,419-87.3% | $6,940-80.9% |