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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 | $79,181+19.5% | $102,423-7.6% | $74,429+27.1% |
| Participation rate | 40.9% | 74.8%-33.9pp | 76.5%-35.6pp | 67.2%-26.3pp |
| Annual return | 13.80% | 54.97%-41.2pp | 29.42%-15.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $906 | $2,362-61.6% | $3,023-70.0% | $2,625-65.5% |
| Participant deferral / active EE | $2,101 | $4,416-52.4% | $5,054-58.4% | $4,348-51.7% |
| Admin fee / account holder | $6,381 | $2,002+218.8% | $9,455-32.5% | $1,944+228.2% |