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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 | $45,022+220.5% | $85,126+69.5% | $77,714+85.7% |
| Participation rate | 4.6% | 48.7%-44.0pp | 67.5%-62.9pp | 70.6%-65.9pp |
| Annual return | 20.68% | 79.38%-58.7pp | 66.63%-46.0pp | 31.26%-10.6pp |
| Employer contribution / active EE | $222 | $1,610-86.2% | $2,731-91.9% | $2,727-91.9% |
| Participant deferral / active EE | $361 | $2,811-87.2% | $4,523-92.0% | $4,649-92.2% |
| Admin fee / account holder | $5,850 | $913+540.8% | $6,160-5.0% | $433+1250.3% |