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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 | $140,891 | $79,449+77.3% | $189,575-25.7% | $85,847+64.1% |
| Participation rate | 23.5% | 66.0%-42.5pp | 78.4%-54.9pp | 69.3%-45.8pp |
| Annual return | 11.66% | 18.45%-6.8pp | 64.19%-52.5pp | 318.61%-307.0pp |
| Employer contribution / active EE | $772 | $2,081-62.9% | $4,412-82.5% | $2,565-69.9% |
| Participant deferral / active EE | $775 | $4,051-80.9% | $6,174-87.4% | $3,952-80.4% |
| Admin fee / account holder | $1,349 | $5,377-74.9% | $9,806-86.2% | $6,261-78.5% |