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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 | $109,446 | $39,028+180.4% | $80,741+35.6% | $85,856+27.5% |
| Participation rate | 17.9% | 41.6%-23.7pp | 54.2%-36.3pp | 69.3%-51.4pp |
| Annual return | 11.52% | 26.31%-14.8pp | 87.30%-75.8pp | 318.58%-307.1pp |
| Employer contribution / active EE | $177 | $722-75.5% | $1,160-84.7% | $2,565-93.1% |
| Participant deferral / active EE | $121 | $1,326-90.9% | $2,145-94.4% | $3,952-96.9% |
| Admin fee / account holder | $2,298 | $2,429-5.4% | $3,380-32.0% | $6,261-63.3% |