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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 | $115,919 | $58,493+98.2% | $84,021+38.0% | $72,975+58.8% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.0%-49.0pp | 69.5%-49.5pp |
| Annual return | 24.31% | 28.93%-4.6pp | 71.32%-47.0pp | 81.01%-56.7pp |
| Employer contribution / active EE | $280 | $1,163-75.9% | $1,984-85.9% | $2,440-88.5% |
| Participant deferral / active EE | $316 | $2,394-86.8% | $3,239-90.2% | $3,608-91.2% |
| Admin fee / account holder | $621 | $4,569-86.4% | $6,102-89.8% | $5,124-87.9% |