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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 | $115,764 | $53,165+117.7% | $86,235+34.2% | $74,473+55.4% |
| Participation rate | 23.6% | 64.9%-41.2pp | 69.0%-45.3pp | 70.7%-47.1pp |
| Annual return | 21.46% | 22.64%-1.2pp | 1170.03%-1148.6pp | 34.36%-12.9pp |
| Employer contribution / active EE | $444 | $1,210-63.3% | $2,381-81.4% | $2,638-83.2% |
| Participant deferral / active EE | $977 | $3,234-69.8% | $3,987-75.5% | $4,530-78.4% |
| Admin fee / account holder | $1,525 | $551+176.5% | $6,856-77.8% | $347+339.4% |