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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 | $146,257 | $102,638+42.5% | $81,991+78.4% | $158,966-8.0% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.3%-47.0pp | 82.0%-59.7pp |
| Annual return | 14.71% | 61.05%-46.3pp | 41.31%-26.6pp | 302.95%-288.2pp |
| Employer contribution / active EE | $648 | $3,241-80.0% | $2,498-74.1% | $4,762-86.4% |
| Participant deferral / active EE | $809 | $4,649-82.6% | $3,722-78.3% | $5,983-86.5% |
| Admin fee / account holder | $599 | $8,237-92.7% | $5,665-89.4% | $11,250-94.7% |