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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 | $109,390 | $89,370+22.4% | $141,197-22.5% | $72,976+49.9% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 26.15% | 111.88%-85.7pp | 71.41%-45.3pp | 81.02%-54.9pp |
| Employer contribution / active EE | $746 | $3,115-76.0% | $4,736-84.2% | $2,440-69.4% |
| Participant deferral / active EE | $1,426 | $5,419-73.7% | $6,710-78.8% | $3,608-60.5% |
| Admin fee / account holder | $427 | $5,957-92.8% | $10,265-95.8% | $5,124-91.7% |