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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 | $127,259 | $78,425+62.3% | $95,956+32.6% | $79,858+59.4% |
| Participation rate | 65.7% | 73.5%-7.8pp | 77.1%-11.4pp | 69.6%-3.9pp |
| Annual return | 31.11% | 19.37%+11.7pp | 91.63%-60.5pp | 31.72%-0.6pp |
| Employer contribution / active EE | $819 | $1,945-57.9% | $2,541-67.8% | $2,471-66.9% |
| Participant deferral / active EE | $1,467 | $3,440-57.4% | $4,167-64.8% | $3,740-60.8% |
| Admin fee / account holder | $1,204 | $5,622-78.6% | $6,797-82.3% | $5,306-77.3% |