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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 | $158,672 | $77,574+104.5% | $108,753+45.9% | $86,983+82.4% |
| Participation rate | 18.5% | 62.3%-43.8pp | 71.1%-52.6pp | 69.5%-51.0pp |
| Annual return | 18.02% | 18.42%-0.4pp | 37.47%-19.4pp | 25.83%-7.8pp |
| Employer contribution / active EE | $427 | $1,611-73.5% | $2,427-82.4% | $2,584-83.5% |
| Participant deferral / active EE | $608 | $3,128-80.6% | $4,115-85.2% | $4,194-85.5% |
| Admin fee / account holder | $19,991 | $6,529+206.2% | $10,320+93.7% | $7,856+154.5% |