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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 | $91,143 | $87,106+4.6% | $105,607-13.7% | $80,935+12.6% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.3%-44.7pp | 67.7%-37.0pp |
| Annual return | 14.97% | 17.01%-2.0pp | 116.11%-101.1pp | 35.66%-20.7pp |
| Employer contribution / active EE | $730 | $2,396-69.5% | $3,167-76.9% | $2,757-73.5% |
| Participant deferral / active EE | $1,330 | $3,986-66.6% | $5,011-73.5% | $4,299-69.1% |
| Admin fee / account holder | $10,247 | $8,447+21.3% | $10,958-6.5% | $6,924+48.0% |