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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 | $96,914 | $59,402+63.1% | $93,654+3.5% | $74,546+30.0% |
| Participation rate | 26.8% | 59.7%-32.9pp | 68.7%-42.0pp | 67.2%-40.5pp |
| Annual return | 13.52% | 81.86%-68.3pp | 133.34%-119.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $572 | $1,265-54.7% | $2,421-76.4% | $2,624-78.2% |
| Participant deferral / active EE | $1,074 | $3,049-64.8% | $4,413-75.7% | $4,347-75.3% |
| Admin fee / account holder | $8,883 | $3,023+193.9% | $8,282+7.3% | $1,944+357.1% |