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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 | $123,888 | $65,575+88.9% | $86,209+43.7% | $75,181+64.8% |
| Participation rate | 23.3% | 60.5%-37.2pp | 69.0%-45.7pp | 67.2%-43.9pp |
| Annual return | 16.64% | 46.07%-29.4pp | 1169.05%-1152.4pp | 160.69%-144.0pp |
| Employer contribution / active EE | $740 | $1,553-52.4% | $2,381-68.9% | $2,671-72.3% |
| Participant deferral / active EE | $827 | $3,023-72.7% | $3,986-79.3% | $4,126-80.0% |
| Admin fee / account holder | $24,234 | $5,470+343.0% | $6,853+253.6% | $5,650+328.9% |