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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 | $118,463 | $65,364+81.2% | $92,909+27.5% | $72,975+62.3% |
| Participation rate | 12.7% | 68.3%-55.6pp | 76.0%-63.3pp | 69.5%-56.8pp |
| Annual return | 19.29% | 42.11%-22.8pp | 109.44%-90.2pp | 81.01%-61.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $552 | $3,128-82.4% | $4,238-87.0% | $3,608-84.7% |
| Admin fee / account holder | $1,401 | $4,251-67.0% | $5,795-75.8% | $5,124-72.7% |