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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 | $78,197+73.9% | $98,090+38.7% | $82,637+64.6% |
| Participation rate | 7.4% | 77.5%-70.1pp | 81.5%-74.1pp | 68.1%-60.6pp |
| Annual return | 15.28% | 40.25%-25.0pp | 37.05%-21.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $297 | $2,605-88.6% | $3,606-91.8% | $2,552-88.4% |
| Participant deferral / active EE | $2,296 | $6,636-65.4% | $7,845-70.7% | $4,126-44.3% |
| Admin fee / account holder | $495 | $14,832-96.7% | $11,815-95.8% | $7,339-93.3% |