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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 | $183,135 | $102,624+78.5% | $86,200+112.5% | $139,427+31.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 11.82% | 1922.69%-1910.9pp | 1168.58%-1156.8pp | 373.27%-361.4pp |
| Employer contribution / active EE | $625 | $3,033-79.4% | $2,381-73.7% | $4,752-86.8% |
| Participant deferral / active EE | $933 | $4,676-80.1% | $3,986-76.6% | $6,711-86.1% |
| Admin fee / account holder | $19,784 | $8,658+128.5% | $6,853+188.7% | $11,404+73.5% |