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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 | $144,312 | $45,109+219.9% | $85,240+69.3% | $77,762+85.6% |
| Participation rate | 4.6% | 48.7%-44.0pp | 67.5%-62.9pp | 70.6%-65.9pp |
| Annual return | 20.68% | 79.55%-58.9pp | 66.75%-46.1pp | 31.27%-10.6pp |
| Employer contribution / active EE | $222 | $1,602-86.1% | $2,735-91.9% | $2,728-91.9% |
| Participant deferral / active EE | $361 | $2,814-87.2% | $4,527-92.0% | $4,651-92.2% |
| Admin fee / account holder | $5,850 | $915+539.5% | $6,165-5.1% | $433+1251.5% |