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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 | $88,137+98.4% | $164,975+6.0% | $74,429+134.9% |
| Participation rate | 15.1% | 73.1%-58.0pp | 78.6%-63.5pp | 67.2%-52.1pp |
| Annual return | 18.48% | 17.13%+1.3pp | 70.12%-51.6pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,589 | $4,501-64.7% | $6,033-73.7% | $4,348-63.5% |
| Admin fee / account holder | $2,593 | $2,231+16.2% | $12,688-79.6% | $1,944+33.3% |