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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 | $114,057 | $53,774+112.1% | $134,162-15.0% | $79,852+42.8% |
| Participation rate | 15.6% | 58.8%-43.1pp | 72.2%-56.6pp | 69.6%-54.0pp |
| Annual return | 15.65% | 19.01%-3.4pp | 36.35%-20.7pp | 31.72%-16.1pp |
| Employer contribution / active EE | $262 | $1,322-80.2% | $3,705-92.9% | $2,471-89.4% |
| Participant deferral / active EE | $752 | $2,420-68.9% | $3,500-78.5% | $3,740-79.9% |
| Admin fee / account holder | $2,917 | $3,985-26.8% | $6,685-56.4% | $5,306-45.0% |