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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 | $95,090 | $54,193+75.5% | $93,681+1.5% | $77,692+22.4% |
| Participation rate | 17.1% | 63.9%-46.8pp | 68.7%-51.6pp | 70.6%-53.4pp |
| Annual return | 13.97% | 30.54%-16.6pp | 133.47%-119.5pp | 31.25%-17.3pp |
| Employer contribution / active EE | $416 | $1,168-64.3% | $2,422-82.8% | $2,726-84.7% |
| Participant deferral / active EE | $683 | $3,144-78.3% | $4,415-84.5% | $4,648-85.3% |
| Admin fee / account holder | $5,347 | $576+829.1% | $8,290-35.5% | $431+1142.0% |