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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 | $122,140 | $102,429+19.2% | $147,096-17.0% | $80,925+50.9% |
| Participation rate | 25.4% | 75.9%-50.5pp | 82.2%-56.8pp | 67.7%-42.3pp |
| Annual return | 14.85% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,128 | $3,716-69.6% | $4,936-77.1% | $2,756-59.1% |
| Participant deferral / active EE | $2,383 | $6,649-64.2% | $8,071-70.5% | $4,299-44.6% |
| Admin fee / account holder | $2,246 | $7,957-71.8% | $13,005-82.7% | $6,940-67.6% |