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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 | $107,733+30.5% | $92,985+51.2% | $154,746-9.1% |
| Participation rate | 28.6% | 74.6%-46.0pp | 69.5%-40.9pp | 80.7%-52.1pp |
| Annual return | 13.52% | 30.39%-16.9pp | 27.99%-14.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $643 | $3,126-79.4% | $2,662-75.9% | $4,379-85.3% |
| Participant deferral / active EE | $871 | $5,053-82.8% | $4,377-80.1% | $6,730-87.1% |
| Admin fee / account holder | $71,772 | $11,369+531.3% | $9,463+658.4% | $14,365+399.6% |