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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 | $104,330 | $76,834+35.8% | $108,359-3.7% | $87,485+19.3% |
| Participation rate | 15.8% | 61.7%-45.9pp | 70.1%-54.3pp | 68.9%-53.1pp |
| Annual return | 12.19% | 19.09%-6.9pp | 36.89%-24.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $424 | $1,556-72.7% | $2,399-82.3% | $2,596-83.7% |
| Participant deferral / active EE | $653 | $3,100-78.9% | $4,137-84.2% | $4,274-84.7% |
| Admin fee / account holder | $10,707 | $6,537+63.8% | $9,741+9.9% | $7,775+37.7% |