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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 | $102,696+78.3% | $86,235+112.4% | $139,487+31.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 11.82% | 1925.91%-1914.1pp | 1170.03%-1158.2pp | 373.84%-362.0pp |
| Employer contribution / active EE | $625 | $3,034-79.4% | $2,381-73.7% | $4,755-86.8% |
| Participant deferral / active EE | $933 | $4,679-80.1% | $3,987-76.6% | $6,713-86.1% |
| Admin fee / account holder | $19,784 | $8,667+128.3% | $6,856+188.6% | $11,407+73.4% |