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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 | $149,831 | $77,574+93.1% | $108,753+37.8% | $86,983+72.3% |
| Participation rate | 47.6% | 62.3%-14.7pp | 71.1%-23.5pp | 69.5%-21.9pp |
| Annual return | 11.96% | 18.42%-6.5pp | 37.47%-25.5pp | 25.83%-13.9pp |
| Employer contribution / active EE | $487 | $1,611-69.7% | $2,427-79.9% | $2,584-81.1% |
| Participant deferral / active EE | $974 | $3,128-68.9% | $4,115-76.3% | $4,194-76.8% |
| Admin fee / account holder | $789 | $6,529-87.9% | $10,320-92.4% | $7,856-90.0% |