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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 | $105,099 | $65,376+60.8% | $87,104+20.7% | $65,185+61.2% |
| Participation rate | 34.0% | 75.3%-41.4pp | 76.9%-42.9pp | 70.2%-36.2pp |
| Annual return | 23.82% | 31.27%-7.4pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $694 | $1,822-61.9% | $2,521-72.5% | $2,177-68.1% |
| Participant deferral / active EE | $1,521 | $3,388-55.1% | $4,048-62.4% | $3,514-56.7% |
| Admin fee / account holder | $6,293 | $520+1110.8% | $7,491-16.0% | $847+642.8% |