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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 | $111,227 | $74,535+49.2% | $100,712+10.4% | $82,637+34.6% |
| Participation rate | 44.2% | 61.2%-16.9pp | 69.3%-25.0pp | 68.1%-23.8pp |
| Annual return | 16.34% | 18.92%-2.6pp | 33.27%-16.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $747 | $1,503-50.3% | $2,313-67.7% | $2,552-70.7% |
| Participant deferral / active EE | $1,184 | $3,074-61.5% | $4,085-71.0% | $4,126-71.3% |
| Admin fee / account holder | $9,115 | $6,576+38.6% | $9,256-1.5% | $7,339+24.2% |