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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 | $192,485 | $73,107+163.3% | $114,563+68.0% | $87,485+120.0% |
| Participation rate | 2.5% | 65.8%-63.3pp | 72.9%-70.4pp | 68.9%-66.4pp |
| Annual return | 21.49% | 19.47%+2.0pp | 241.09%-219.6pp | 26.06%-4.6pp |
| Employer contribution / active EE | $309 | $1,881-83.6% | $2,592-88.1% | $2,596-88.1% |
| Participant deferral / active EE | $309 | $3,144-90.2% | $4,142-92.5% | $4,274-92.8% |
| Admin fee / account holder | $1,372 | $5,770-76.2% | $7,623-82.0% | $7,775-82.4% |