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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 | $108,125 | $57,590+87.7% | $86,233+25.4% | $82,448+31.1% |
| Participation rate | 14.6% | 57.9%-43.3pp | 69.0%-54.4pp | 68.1%-53.5pp |
| Annual return | 16.32% | 22.41%-6.1pp | 61.39%-45.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $266 | $1,655-83.9% | $2,504-89.4% | $2,551-89.6% |
| Participant deferral / active EE | $408 | $3,080-86.7% | $4,559-91.0% | $4,139-90.1% |
| Admin fee / account holder | $1,560 | $4,730-67.0% | $8,342-81.3% | $7,234-78.4% |