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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 | $110,037 | $86,938+26.6% | $102,423+7.4% | $80,925+36.0% |
| Participation rate | 49.3% | 72.4%-23.1pp | 76.5%-27.2pp | 67.7%-18.4pp |
| Annual return | 11.59% | 18.89%-7.3pp | 29.42%-17.8pp | 35.65%-24.1pp |
| Employer contribution / active EE | $800 | $2,369-66.2% | $3,023-73.5% | $2,756-71.0% |
| Participant deferral / active EE | $1,808 | $4,120-56.1% | $5,054-64.2% | $4,299-57.9% |
| Admin fee / account holder | $9,173 | $8,053+13.9% | $9,455-3.0% | $6,940+32.2% |