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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 | $138,999 | $86,919+59.9% | $102,457+35.7% | $80,911+71.8% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.6%-34.3pp |
| Annual return | 14.00% | 18.90%-4.9pp | 29.41%-15.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $916 | $2,368-61.3% | $3,022-69.7% | $2,756-66.8% |
| Participant deferral / active EE | $1,831 | $4,119-55.5% | $5,054-63.8% | $4,297-57.4% |
| Admin fee / account holder | $10,298 | $8,049+27.9% | $9,451+9.0% | $6,935+48.5% |