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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 | $123,874 | $106,524+16.3% | $152,301-18.7% | $87,485+41.6% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.4%-62.4pp | 68.9%-48.9pp |
| Annual return | 18.49% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $601 | $3,371-82.2% | $4,624-87.0% | $2,596-76.9% |
| Participant deferral / active EE | $2,105 | $6,525-67.7% | $8,004-73.7% | $4,274-50.8% |
| Admin fee / account holder | $1,400 | $8,287-83.1% | $14,398-90.3% | $7,775-82.0% |