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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 | $146,545 | $102,429+43.1% | $147,096-0.4% | $80,925+81.1% |
| Participation rate | 38.7% | 75.9%-37.2pp | 82.2%-43.5pp | 67.7%-28.9pp |
| Annual return | 12.86% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $960 | $3,716-74.2% | $4,936-80.5% | $2,756-65.2% |
| Participant deferral / active EE | $1,942 | $6,649-70.8% | $8,071-75.9% | $4,299-54.8% |
| Admin fee / account holder | $3,495 | $7,957-56.1% | $13,005-73.1% | $6,940-49.6% |