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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 | $123,734 | $63,114+96.0% | $92,909+33.2% | $65,185+89.8% |
| Participation rate | 30.7% | 68.8%-38.1pp | 76.0%-45.3pp | 70.2%-39.5pp |
| Annual return | 23.87% | 28.75%-4.9pp | 109.44%-85.6pp | 29.38%-5.5pp |
| Employer contribution / active EE | $721 | $2,571-72.0% | $3,653-80.3% | $2,177-66.9% |
| Participant deferral / active EE | $1,278 | $3,108-58.9% | $4,238-69.9% | $3,514-63.6% |
| Admin fee / account holder | $8,849 | $624+1319.0% | $5,795+52.7% | $847+944.5% |