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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 | $113,449 | $65,122+74.2% | $135,792-16.5% | $64,097+77.0% |
| Participation rate | 12.0% | 47.1%-35.1pp | 72.6%-60.6pp | 55.2%-43.2pp |
| Annual return | 14.27% | 14.53%-0.3pp | 25.96%-11.7pp | 34.64%-20.4pp |
| Employer contribution / active EE | $353 | $1,280-72.4% | $3,496-89.9% | $1,891-81.3% |
| Participant deferral / active EE | $707 | $2,219-68.1% | $4,759-85.1% | $3,080-77.1% |
| Admin fee / account holder | $2,418 | $3,120-22.5% | $12,266-80.3% | $3,454-30.0% |