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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 | $138,564 | $98,766+40.3% | $149,730-7.5% | $79,852+73.5% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.5%-24.0pp | 69.6%-11.2pp |
| Annual return | 16.67% | 27.43%-10.8pp | 276.70%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $973 | $3,217-69.7% | $4,645-79.0% | $2,471-60.6% |
| Participant deferral / active EE | $1,373 | $5,681-75.8% | $6,843-79.9% | $3,740-63.3% |
| Admin fee / account holder | $1,876 | $6,052-69.0% | $9,310-79.8% | $5,306-64.6% |