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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 | $99,338 | $62,086+60.0% | $90,259+10.1% | $64,340+54.4% |
| Participation rate | 13.8% | 53.9%-40.1pp | 70.7%-56.9pp | 55.2%-41.4pp |
| Annual return | 13.63% | 16.73%-3.1pp | 18.88%-5.2pp | 24.14%-10.5pp |
| Employer contribution / active EE | $631 | $1,883-66.5% | $2,291-72.4% | $1,862-66.1% |
| Participant deferral / active EE | $923 | $2,557-63.9% | $3,827-75.9% | $2,980-69.0% |
| Admin fee / account holder | $13,250 | $3,317+299.4% | $7,267+82.3% | $3,703+257.9% |