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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 | $140,608 | $87,166+61.3% | $76,735+83.2% | $137,256+2.4% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.5%-40.9pp | 80.0%-51.4pp |
| Annual return | 13.52% | 26.50%-13.0pp | 29.77%-16.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $643 | $2,904-77.9% | $2,454-73.8% | $4,156-84.5% |
| Participant deferral / active EE | $871 | $4,726-81.6% | $4,088-78.7% | $6,407-86.4% |
| Admin fee / account holder | $71,772 | $8,403+754.1% | $7,189+898.3% | $12,270+484.9% |