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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 | $97,711 | $71,197+37.2% | $93,669+4.3% | $80,925+20.7% |
| Participation rate | 14.5% | 60.4%-45.9pp | 68.7%-54.3pp | 67.7%-53.2pp |
| Annual return | 13.35% | 11.27%+2.1pp | 133.59%-120.2pp | 35.65%-22.3pp |
| Employer contribution / active EE | $450 | $1,565-71.3% | $2,424-81.4% | $2,756-83.7% |
| Participant deferral / active EE | $691 | $4,036-82.9% | $4,416-84.4% | $4,299-83.9% |
| Admin fee / account holder | $11,849 | $6,959+70.3% | $8,291+42.9% | $6,940+70.7% |