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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 | $137,911 | $54,245+154.2% | $93,727+47.1% | $77,762+77.4% |
| Participation rate | 19.8% | 63.9%-44.1pp | 68.7%-48.9pp | 70.6%-50.8pp |
| Annual return | 16.09% | 30.58%-14.5pp | 133.83%-117.7pp | 31.27%-15.2pp |
| Employer contribution / active EE | $363 | $1,168-68.9% | $2,421-85.0% | $2,728-86.7% |
| Participant deferral / active EE | $791 | $3,144-74.9% | $4,417-82.1% | $4,651-83.0% |
| Admin fee / account holder | $15,932 | $575+2668.8% | $8,292+92.1% | $433+3580.4% |