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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 | $149,438 | $103,008+45.1% | $90,304+65.5% | $152,897-2.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 12.87% | 95.22%-82.3pp | 78.13%-65.3pp | 345.43%-332.6pp |
| Employer contribution / active EE | $552 | $3,139-82.4% | $2,855-80.7% | $4,764-88.4% |
| Participant deferral / active EE | $660 | $4,281-84.6% | $3,885-83.0% | $5,851-88.7% |
| Admin fee / account holder | $36,848 | $6,175+496.8% | $5,354+588.2% | $11,599+217.7% |