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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 | $121,494 | $76,383+59.1% | $121,663-0.1% | $64,340+88.8% |
| Participation rate | 33.9% | 60.4%-26.6pp | 74.5%-40.6pp | 55.2%-21.4pp |
| Annual return | 14.90% | 16.98%-2.1pp | 147.54%-132.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $581 | $1,943-70.1% | $3,020-80.7% | $1,862-68.8% |
| Participant deferral / active EE | $1,241 | $3,149-60.6% | $4,887-74.6% | $2,980-58.4% |
| Admin fee / account holder | $2,503 | $4,142-39.6% | $14,289-82.5% | $3,703-32.4% |