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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 | $193,866 | $77,358+150.6% | $102,184+89.7% | $87,485+121.6% |
| Participation rate | 59.1% | 78.7%-19.6pp | 82.6%-23.5pp | 68.9%-9.8pp |
| Annual return | 14.52% | 41.11%-26.6pp | 31.58%-17.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $950 | $2,562-62.9% | $3,594-73.6% | $2,596-63.4% |
| Participant deferral / active EE | $2,120 | $6,753-68.6% | $8,309-74.5% | $4,274-50.4% |
| Admin fee / account holder | $4,386 | $6,809-35.6% | $11,609-62.2% | $7,775-43.6% |