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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 | $138,720 | $80,985+71.3% | $96,576+43.6% | $75,181+84.5% |
| Participation rate | 20.6% | 71.8%-51.2pp | 76.0%-55.4pp | 67.2%-46.6pp |
| Annual return | 25.15% | 27.05%-1.9pp | 25.87%-0.7pp | 160.69%-135.5pp |
| Employer contribution / active EE | $781 | $2,282-65.8% | $2,965-73.7% | $2,671-70.8% |
| Participant deferral / active EE | $1,208 | $3,929-69.3% | $4,851-75.1% | $4,126-70.7% |
| Admin fee / account holder | $25,443 | $6,719+278.7% | $8,253+208.3% | $5,650+350.3% |