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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 | $116,716 | $68,398+70.6% | $94,664+23.3% | $75,173+55.3% |
| Participation rate | 65.5% | 76.1%-10.6pp | 80.8%-15.3pp | 67.2%-1.7pp |
| Annual return | 18.23% | 616.72%-598.5pp | 156.84%-138.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,235 | $2,701-54.3% | $3,673-66.4% | $2,671-53.8% |
| Participant deferral / active EE | $2,555 | $6,537-60.9% | $7,417-65.6% | $4,126-38.1% |
| Admin fee / account holder | $29,817 | $5,324+460.0% | $7,222+312.9% | $5,651+427.7% |