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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 | $161,115 | $101,752+58.3% | $164,928-2.3% | $80,911+99.1% |
| Participation rate | 28.9% | 71.8%-42.9pp | 78.6%-49.7pp | 67.6%-38.7pp |
| Annual return | 12.06% | 16.73%-4.7pp | 70.08%-58.0pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,226 | $2,953-58.5% | $4,343-71.8% | $2,756-55.5% |
| Participant deferral / active EE | $1,872 | $4,477-58.2% | $6,034-69.0% | $4,297-56.4% |
| Admin fee / account holder | $43,832 | $8,218+433.4% | $12,684+245.6% | $6,935+532.1% |