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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 | $110,175 | $65,395+68.5% | $182,558-39.6% | $72,976+51.0% |
| Participation rate | 20.0% | 65.4%-45.4pp | 78.0%-58.0pp | 69.5%-49.5pp |
| Annual return | 18.62% | 27.68%-9.1pp | 148.59%-130.0pp | 81.02%-62.4pp |
| Employer contribution / active EE | $555 | $1,911-71.0% | $4,076-86.4% | $2,440-77.3% |
| Participant deferral / active EE | $555 | $3,563-84.4% | $5,526-90.0% | $3,608-84.6% |
| Admin fee / account holder | $869 | $4,245-79.5% | $8,594-89.9% | $5,124-83.0% |