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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 | $202,242 | $89,370+126.3% | $141,197+43.2% | $72,976+177.1% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 23.42% | 111.88%-88.5pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $793 | $3,115-74.5% | $4,736-83.2% | $2,440-67.5% |
| Participant deferral / active EE | $1,203 | $5,419-77.8% | $6,710-82.1% | $3,608-66.7% |
| Admin fee / account holder | $10,153 | $5,957+70.4% | $10,265-1.1% | $5,124+98.1% |