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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 | $184,524 | $56,894+224.3% | $84,753+117.7% | $62,881+193.4% |
| Participation rate | 25.4% | 68.5%-43.1pp | 76.6%-51.2pp | 69.3%-43.9pp |
| Annual return | 6.47% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $538 | $2,400-77.6% | $3,574-84.9% | $2,281-76.4% |
| Participant deferral / active EE | $592 | $2,709-78.2% | $3,712-84.1% | $3,203-81.5% |
| Admin fee / account holder | $16,726 | $3,581+367.1% | $5,333+213.6% | $4,296+289.4% |