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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 | $113,893 | $102,422+11.2% | $147,117-22.6% | $80,959+40.7% |
| Participation rate | 47.4% | 75.9%-28.5pp | 82.2%-34.8pp | 67.7%-20.3pp |
| Annual return | 17.28% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $984 | $3,717-73.5% | $4,932-80.0% | $2,757-64.3% |
| Participant deferral / active EE | $2,240 | $6,652-66.3% | $8,065-72.2% | $4,300-47.9% |
| Admin fee / account holder | $1,947 | $7,953-75.5% | $12,993-85.0% | $6,925-71.9% |