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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 | $239,250 | $99,875+139.5% | $146,866+62.9% | $86,983+175.1% |
| Participation rate | 17.4% | 75.8%-58.4pp | 82.5%-65.1pp | 69.5%-52.2pp |
| Annual return | 18.15% | 28.10%-9.9pp | 102.85%-84.7pp | 25.83%-7.7pp |
| Employer contribution / active EE | $567 | $3,224-82.4% | $4,425-87.2% | $2,584-78.0% |
| Participant deferral / active EE | $2,078 | $6,322-67.1% | $7,759-73.2% | $4,194-50.4% |
| Admin fee / account holder | $3,964 | $7,838-49.4% | $13,620-70.9% | $7,856-49.5% |