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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 | $111,373 | $61,125+82.2% | $94,057+18.4% | $87,485+27.3% |
| Participation rate | 26.4% | 64.1%-37.7pp | 73.3%-46.9pp | 68.9%-42.5pp |
| Annual return | 13.33% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $304 | $2,136-85.8% | $2,933-89.6% | $2,596-88.3% |
| Participant deferral / active EE | $747 | $3,260-77.1% | $4,709-84.1% | $4,274-82.5% |
| Admin fee / account holder | $3,605 | $5,629-35.9% | $7,244-50.2% | $7,775-53.6% |