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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 | $94,891 | $88,360+7.4% | $145,433-34.8% | $67,986+39.6% |
| Participation rate | 19.1% | 65.5%-46.4pp | 82.1%-63.0pp | 57.2%-38.1pp |
| Annual return | 15.24% | 63.15%-47.9pp | 66.58%-51.3pp | 31.67%-16.4pp |
| Employer contribution / active EE | $484 | $3,054-84.1% | $4,554-89.4% | $2,019-76.0% |
| Participant deferral / active EE | $1,274 | $5,932-78.5% | $7,897-83.9% | $3,358-62.0% |
| Admin fee / account holder | $1,101 | $3,313-66.8% | $13,129-91.6% | $3,203-65.6% |