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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 | $243,573 | $102,385+137.9% | $147,080+65.6% | $80,935+200.9% |
| Participation rate | 19.8% | 75.9%-56.1pp | 82.2%-62.4pp | 67.7%-47.9pp |
| Annual return | 14.81% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.8pp |
| Employer contribution / active EE | $926 | $3,717-75.1% | $4,933-81.2% | $2,757-66.4% |
| Participant deferral / active EE | $2,390 | $6,651-64.1% | $8,066-70.4% | $4,299-44.4% |
| Admin fee / account holder | $18,487 | $7,951+132.5% | $12,989+42.3% | $6,924+167.0% |