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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 | $63,904+55.4% | $89,340+11.2% | $67,986+46.1% |
| Participation rate | 13.8% | 54.3%-40.5pp | 69.6%-55.7pp | 57.2%-43.4pp |
| Annual return | 13.63% | 18.09%-4.5pp | 20.57%-6.9pp | 31.67%-18.0pp |
| Employer contribution / active EE | $631 | $1,627-61.2% | $2,231-71.7% | $2,019-68.7% |
| Participant deferral / active EE | $923 | $2,691-65.7% | $3,823-75.9% | $3,358-72.5% |
| Admin fee / account holder | $13,250 | $3,315+299.7% | $6,704+97.6% | $3,203+313.6% |