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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 | $188,487 | $85,515+120.4% | $112,040+68.2% | $67,986+177.2% |
| Participation rate | 13.9% | 68.2%-54.3pp | 76.5%-62.6pp | 57.2%-43.3pp |
| Annual return | 15.60% | 29.68%-14.1pp | 24.52%-8.9pp | 31.67%-16.1pp |
| Employer contribution / active EE | $644 | $2,191-70.6% | $2,954-78.2% | $2,019-68.1% |
| Participant deferral / active EE | $1,076 | $4,014-73.2% | $5,098-78.9% | $3,358-68.0% |
| Admin fee / account holder | $579 | $3,774-84.7% | $12,098-95.2% | $3,203-81.9% |