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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 | $163,582 | $65,041+151.5% | $90,965+79.8% | $79,858+104.8% |
| Participation rate | 30.8% | 61.6%-30.8pp | 69.0%-38.2pp | 69.6%-38.9pp |
| Annual return | 12.08% | 30.45%-18.4pp | 134.57%-122.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $706 | $1,247-43.4% | $2,122-66.8% | $2,471-71.4% |
| Participant deferral / active EE | $887 | $2,512-64.7% | $3,373-73.7% | $3,740-76.3% |
| Admin fee / account holder | $1,198 | $4,536-73.6% | $5,960-79.9% | $5,306-77.4% |