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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 | $207,879 | $62,166+234.4% | $81,286+155.7% | $74,429+179.3% |
| Participation rate | 17.4% | 64.1%-46.6pp | 69.5%-52.1pp | 67.2%-49.8pp |
| Annual return | 19.49% | 16.50%+3.0pp | 24.80%-5.3pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $831 | $1,881-55.8% | $2,463-66.3% | $2,625-68.3% |
| Participant deferral / active EE | $1,240 | $3,223-61.5% | $3,883-68.1% | $4,348-71.5% |
| Admin fee / account holder | $13,407 | $1,925+596.6% | $5,764+132.6% | $1,944+589.5% |