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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 | $102,392 | $85,515+19.7% | $112,040-8.6% | $67,986+50.6% |
| Participation rate | 47.3% | 68.2%-20.9pp | 76.5%-29.2pp | 57.2%-9.9pp |
| Annual return | 17.63% | 29.68%-12.1pp | 24.52%-6.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $900 | $2,191-58.9% | $2,954-69.5% | $2,019-55.4% |
| Participant deferral / active EE | $1,595 | $4,014-60.3% | $5,098-68.7% | $3,358-52.5% |
| Admin fee / account holder | $13,304 | $3,774+252.6% | $12,098+10.0% | $3,203+315.3% |