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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 | $110,650 | $90,509+22.3% | $78,693+40.6% | $273,968-59.6% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 6.68% | 75.61%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $104 | $3,175-96.7% | $2,850-96.4% | $4,869-97.9% |
| Participant deferral / active EE | $273 | $3,901-93.0% | $3,517-92.3% | $5,287-94.8% |
| Admin fee / account holder | $785 | $5,264-85.1% | $4,511-82.6% | $10,132-92.3% |