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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 | $123,073 | $80,812+52.3% | $160,784-23.5% | $82,448+49.3% |
| Participation rate | 47.4% | 66.2%-18.9pp | 77.0%-29.6pp | 68.1%-20.7pp |
| Annual return | 16.19% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,844 | $2,174+260.8% | $3,733+110.1% | $2,551+207.5% |
| Participant deferral / active EE | $1,166 | $4,335-73.1% | $6,293-81.5% | $4,139-71.8% |
| Admin fee / account holder | $583 | $7,695-92.4% | $9,717-94.0% | $7,234-91.9% |