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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 | $97,914 | $49,138+99.3% | $84,023+16.5% | $65,186+50.2% |
| Participation rate | 27.4% | 60.7%-33.4pp | 69.0%-41.7pp | 70.2%-42.8pp |
| Annual return | 21.64% | 23.00%-1.4pp | 71.32%-49.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $232 | $914-74.6% | $1,984-88.3% | $2,177-89.3% |
| Participant deferral / active EE | $772 | $2,397-67.8% | $3,239-76.2% | $3,514-78.0% |
| Admin fee / account holder | $14,123 | $543+2499.4% | $6,102+131.5% | $847+1567.0% |