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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 | $159,627 | $80,812+97.5% | $160,784-0.7% | $82,448+93.6% |
| Participation rate | 21.6% | 66.2%-44.6pp | 77.0%-55.3pp | 68.1%-46.4pp |
| Annual return | 15.08% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $806 | $2,174-62.9% | $3,733-78.4% | $2,551-68.4% |
| Participant deferral / active EE | $1,097 | $4,335-74.7% | $6,293-82.6% | $4,139-73.5% |
| Admin fee / account holder | $3,220 | $7,695-58.2% | $9,717-66.9% | $7,234-55.5% |