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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 | $136,006 | $78,520+73.2% | $96,576+40.8% | $82,448+65.0% |
| Participation rate | 7.4% | 77.7%-70.3pp | 81.4%-74.0pp | 68.1%-60.7pp |
| Annual return | 15.28% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $297 | $2,630-88.7% | $3,553-91.6% | $2,551-88.3% |
| Participant deferral / active EE | $2,296 | $6,754-66.0% | $7,956-71.1% | $4,139-44.5% |
| Admin fee / account holder | $495 | $13,455-96.3% | $11,381-95.7% | $7,234-93.2% |