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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 | $100,102 | $65,390+53.1% | $169,385-40.9% | $71,495+40.0% |
| Participation rate | 15.6% | 67.0%-51.4pp | 77.2%-61.6pp | 67.9%-52.3pp |
| Annual return | 23.44% | 21.31%+2.1pp | 405.82%-382.4pp | 28.85%-5.4pp |
| Employer contribution / active EE | $740 | $2,079-64.4% | $4,012-81.6% | $2,589-71.4% |
| Participant deferral / active EE | $1,462 | $4,367-66.5% | $6,221-76.5% | $4,291-65.9% |
| Admin fee / account holder | $17,067 | $1,324+1188.8% | $9,011+89.4% | $1,588+974.9% |