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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 | $94,623 | $79,189+19.5% | $102,457-7.6% | $74,400+27.2% |
| Participation rate | 40.9% | 74.8%-33.9pp | 76.5%-35.6pp | 67.2%-26.3pp |
| Annual return | 13.80% | 54.98%-41.2pp | 29.41%-15.6pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $906 | $2,362-61.6% | $3,022-70.0% | $2,624-65.5% |
| Participant deferral / active EE | $2,101 | $4,415-52.4% | $5,054-58.4% | $4,348-51.7% |
| Admin fee / account holder | $6,381 | $2,002+218.7% | $9,451-32.5% | $1,944+228.3% |