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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 | $107,020 | $54,541+96.2% | $78,778+35.9% | $70,126+52.6% |
| Participation rate | 13.9% | 60.8%-46.9pp | 69.2%-55.3pp | 69.5%-55.7pp |
| Annual return | 25.69% | 21.07%+4.6pp | 35.62%-9.9pp | 73.15%-47.5pp |
| Employer contribution / active EE | $275 | $1,089-74.7% | $1,986-86.1% | $2,343-88.3% |
| Participant deferral / active EE | $923 | $2,210-58.2% | $2,958-68.8% | $3,332-72.3% |
| Admin fee / account holder | $3,844 | $3,709+3.7% | $5,134-25.1% | $4,645-17.3% |