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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 | $132,156 | $71,215+85.6% | $93,696+41.0% | $80,935+63.3% |
| Participation rate | 57.5% | 60.4%-2.9pp | 68.7%-11.2pp | 67.7%-10.2pp |
| Annual return | 10.32% | 11.27%-1.0pp | 133.74%-123.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $539 | $1,565-65.6% | $2,422-77.8% | $2,757-80.5% |
| Participant deferral / active EE | $1,135 | $4,037-71.9% | $4,417-74.3% | $4,299-73.6% |
| Admin fee / account holder | $3,430 | $6,958-50.7% | $8,287-58.6% | $6,924-50.5% |