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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 | $79,181+20.0% | $102,423-7.3% | $74,429+27.6% |
| Participation rate | 37.5% | 74.8%-37.3pp | 76.5%-39.0pp | 67.2%-29.7pp |
| Annual return | 13.32% | 54.97%-41.7pp | 29.42%-16.1pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $907 | $2,362-61.6% | $3,023-70.0% | $2,625-65.5% |
| Participant deferral / active EE | $1,788 | $4,416-59.5% | $5,054-64.6% | $4,348-58.9% |
| Admin fee / account holder | $4,160 | $2,002+107.8% | $9,455-56.0% | $1,944+113.9% |