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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 | $79,045+85.6% | $100,378+46.1% | $74,429+97.1% |
| Participation rate | 42.7% | 79.4%-36.7pp | 81.5%-38.8pp | 67.2%-24.5pp |
| Annual return | 13.65% | 20.61%-7.0pp | 49.41%-35.8pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,428 | $3,015-52.6% | $3,942-63.8% | $2,625-45.6% |
| Participant deferral / active EE | $2,861 | $7,751-63.1% | $8,087-64.6% | $4,348-34.2% |
| Admin fee / account holder | $4,677 | $1,335+250.4% | $7,899-40.8% | $1,944+140.5% |