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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 | $147,563 | $77,962+89.3% | $178,540-17.3% | $80,935+82.3% |
| Participation rate | 21.6% | 65.7%-44.1pp | 77.1%-55.5pp | 67.7%-46.1pp |
| Annual return | 18.84% | 18.10%+0.7pp | 27.15%-8.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $513 | $2,280-77.5% | $3,953-87.0% | $2,757-81.4% |
| Participant deferral / active EE | $975 | $4,404-77.9% | $6,281-84.5% | $4,299-77.3% |
| Admin fee / account holder | $13,909 | $7,156+94.4% | $10,424+33.4% | $6,924+100.9% |