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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 | $79,169+85.3% | $100,415+46.1% | $74,478+97.0% |
| Participation rate | 42.7% | 79.4%-36.7pp | 81.5%-38.8pp | 67.2%-24.5pp |
| Annual return | 13.65% | 20.51%-6.9pp | 49.47%-35.8pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,428 | $3,017-52.7% | $3,943-63.8% | $2,626-45.6% |
| Participant deferral / active EE | $2,861 | $7,751-63.1% | $8,091-64.6% | $4,350-34.2% |
| Admin fee / account holder | $4,677 | $1,337+249.7% | $7,906-40.8% | $1,946+140.4% |