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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 | $77,569+56.6% | $115,599+5.1% | $64,097+89.5% |
| Participation rate | 33.9% | 60.7%-26.8pp | 74.3%-40.4pp | 55.2%-21.3pp |
| Annual return | 14.90% | 18.52%-3.6pp | 111.10%-96.2pp | 34.64%-19.7pp |
| Employer contribution / active EE | $581 | $1,915-69.6% | $2,955-80.3% | $1,891-69.3% |
| Participant deferral / active EE | $1,241 | $3,327-62.7% | $4,889-74.6% | $3,080-59.7% |
| Admin fee / account holder | $2,503 | $4,470-44.0% | $12,841-80.5% | $3,454-27.6% |