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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 | $94,990 | $79,223+19.9% | $102,460-7.3% | $74,478+27.5% |
| Participation rate | 37.5% | 74.8%-37.3pp | 76.5%-39.0pp | 67.2%-29.7pp |
| Annual return | 13.32% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $907 | $2,363-61.6% | $3,025-70.0% | $2,626-65.5% |
| Participant deferral / active EE | $1,788 | $4,417-59.5% | $5,056-64.6% | $4,350-58.9% |
| Admin fee / account holder | $4,160 | $2,003+107.7% | $9,460-56.0% | $1,946+113.8% |