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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 | $245,376 | $96,731+153.7% | $123,973+97.9% | $86,983+182.1% |
| Participation rate | 11.1% | 70.0%-58.9pp | 76.7%-65.5pp | 69.5%-58.4pp |
| Annual return | 14.04% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $985 | $3,297-70.1% | $4,126-76.1% | $2,584-61.9% |
| Participant deferral / active EE | $1,760 | $4,152-57.6% | $5,247-66.5% | $4,194-58.0% |
| Admin fee / account holder | $1,389 | $8,722-84.1% | $11,799-88.2% | $7,856-82.3% |