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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 | $174,845 | $88,203+98.2% | $165,100+5.9% | $74,478+134.8% |
| Participation rate | 15.1% | 73.1%-58.1pp | 78.6%-63.6pp | 67.2%-52.2pp |
| Annual return | 18.48% | 17.13%+1.3pp | 70.21%-51.7pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,589 | $4,505-64.7% | $6,035-73.7% | $4,350-63.5% |
| Admin fee / account holder | $2,593 | $2,235+16.0% | $12,696-79.6% | $1,946+33.2% |