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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 | $120,089 | $65,961+82.1% | $180,320-33.4% | $94,015+27.7% |
| Participation rate | 22.2% | 61.3%-39.0pp | 71.5%-49.3pp | 70.8%-48.6pp |
| Annual return | 13.29% | 14.27%-1.0pp | 778.54%-765.2pp | 17.84%-4.6pp |
| Employer contribution / active EE | $524 | $1,737-69.9% | $4,108-87.2% | $2,790-81.2% |
| Participant deferral / active EE | $573 | $3,003-80.9% | $4,304-86.7% | $4,249-86.5% |
| Admin fee / account holder | $2,809 | $4,901-42.7% | $10,000-71.9% | $8,951-68.6% |