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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 | $136,844 | $69,511+96.9% | $94,672+44.5% | $71,529+91.3% |
| Participation rate | 69.3% | 78.4%-9.1pp | 80.8%-11.5pp | 67.9%+1.4pp |
| Annual return | 18.18% | 29.67%-11.5pp | 156.89%-138.7pp | 28.97%-10.8pp |
| Employer contribution / active EE | $917 | $2,853-67.9% | $3,673-75.0% | $2,590-64.6% |
| Participant deferral / active EE | $2,213 | $7,348-69.9% | $7,417-70.2% | $4,291-48.4% |
| Admin fee / account holder | $2,136 | $1,211+76.4% | $7,222-70.4% | $1,588+34.5% |