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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 | $71,353+90.6% | $92,805+46.5% | $86,983+56.4% |
| Participation rate | 7.4% | 80.9%-73.5pp | 83.5%-76.1pp | 69.5%-62.1pp |
| Annual return | 15.28% | 44.68%-29.4pp | 31.59%-16.3pp | 25.83%-10.5pp |
| Employer contribution / active EE | $297 | $2,468-88.0% | $3,424-91.3% | $2,584-88.5% |
| Participant deferral / active EE | $2,296 | $6,966-67.0% | $8,448-72.8% | $4,194-45.2% |
| Admin fee / account holder | $495 | $6,099-91.9% | $10,911-95.5% | $7,856-93.7% |