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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 | $123,251 | $94,031+31.1% | $115,768+6.5% | $82,448+49.5% |
| Participation rate | 37.0% | 70.4%-33.4pp | 74.4%-37.4pp | 68.1%-31.0pp |
| Annual return | 15.67% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $657 | $2,323-71.7% | $2,940-77.7% | $2,551-74.3% |
| Participant deferral / active EE | $866 | $3,972-78.2% | $4,917-82.4% | $4,139-79.1% |
| Admin fee / account holder | $34,482 | $10,249+236.4% | $12,439+177.2% | $7,234+376.6% |