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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 | $140,741 | $58,311+141.4% | $81,882+71.9% | $80,959+73.8% |
| Participation rate | 65.9% | 63.5%+2.4pp | 72.4%-6.5pp | 67.7%-1.8pp |
| Annual return | 99.06% | 41.85%+57.2pp | 779.47%-680.4pp | 35.67%+63.4pp |
| Employer contribution / active EE | $555 | $2,347-76.3% | $2,916-81.0% | $2,757-79.9% |
| Participant deferral / active EE | $605 | $3,287-81.6% | $4,323-86.0% | $4,300-85.9% |
| Admin fee / account holder | $115,126 | $4,752+2322.6% | $7,360+1464.3% | $6,925+1562.4% |