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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 | $125,621 | $70,475+78.2% | $100,530+25.0% | $79,858+57.3% |
| Participation rate | 19.7% | 73.7%-54.0pp | 79.4%-59.7pp | 69.6%-50.0pp |
| Annual return | 19.13% | 21.90%-2.8pp | 30.89%-11.8pp | 31.72%-12.6pp |
| Employer contribution / active EE | $384 | $2,165-82.3% | $3,418-88.8% | $2,471-84.5% |
| Participant deferral / active EE | $1,880 | $5,181-63.7% | $6,271-70.0% | $3,740-49.7% |
| Admin fee / account holder | $16,801 | $4,478+275.1% | $8,083+107.9% | $5,306+216.6% |