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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 | $107,623 | $87,059+23.6% | $105,608+1.9% | $80,925+33.0% |
| Participation rate | 26.8% | 70.4%-43.6pp | 75.3%-48.5pp | 67.7%-40.9pp |
| Annual return | 20.31% | 17.05%+3.3pp | 116.50%-96.2pp | 35.65%-15.3pp |
| Employer contribution / active EE | $726 | $2,396-69.7% | $3,167-77.1% | $2,756-73.7% |
| Participant deferral / active EE | $1,178 | $3,986-70.5% | $5,010-76.5% | $4,299-72.6% |
| Admin fee / account holder | $10,990 | $8,443+30.2% | $11,028-0.3% | $6,940+58.4% |