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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 | $144,095 | $94,031+53.2% | $115,768+24.5% | $82,448+74.8% |
| Participation rate | 19.5% | 70.4%-50.9pp | 74.4%-54.9pp | 68.1%-48.6pp |
| Annual return | 15.16% | 20.61%-5.5pp | 100.46%-85.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $860 | $2,323-63.0% | $2,940-70.8% | $2,551-66.3% |
| Participant deferral / active EE | $1,079 | $3,972-72.8% | $4,917-78.1% | $4,139-73.9% |
| Admin fee / account holder | $345 | $10,249-96.6% | $12,439-97.2% | $7,234-95.2% |