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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 | $146,685 | $78,976+85.7% | $100,383+46.1% | $74,546+96.8% |
| Participation rate | 42.7% | 79.5%-36.7pp | 81.5%-38.8pp | 67.2%-24.5pp |
| Annual return | 13.65% | 20.62%-7.0pp | 49.26%-35.6pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,428 | $3,019-52.7% | $3,944-63.8% | $2,624-45.6% |
| Participant deferral / active EE | $2,861 | $7,758-63.1% | $8,086-64.6% | $4,347-34.2% |
| Admin fee / account holder | $4,677 | $1,330+251.7% | $7,900-40.8% | $1,944+140.6% |