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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 | $146,185 | $83,369+75.3% | $105,223+38.9% | $67,986+115.0% |
| Participation rate | 33.5% | 56.3%-22.8pp | 75.0%-41.5pp | 57.2%-23.7pp |
| Annual return | 16.35% | 24.64%-8.3pp | 180.65%-164.3pp | 31.67%-15.3pp |
| Employer contribution / active EE | $937 | $2,541-63.1% | $3,689-74.6% | $2,019-53.6% |
| Participant deferral / active EE | $1,398 | $3,295-57.6% | $5,072-72.4% | $3,358-58.4% |
| Admin fee / account holder | $7,733 | $4,073+89.9% | $8,859-12.7% | $3,203+141.4% |