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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 | $78,493 | $54,717+43.5% | $86,216-9.0% | $71,511+9.8% |
| Participation rate | 30.1% | 60.1%-30.0pp | 69.0%-38.8pp | 67.9%-37.8pp |
| Annual return | 16.78% | 20.07%-3.3pp | 1169.42%-1152.6pp | 28.86%-12.1pp |
| Employer contribution / active EE | $551 | $1,267-56.5% | $2,382-76.9% | $2,589-78.7% |
| Participant deferral / active EE | $1,097 | $3,110-64.7% | $3,986-72.5% | $4,291-74.4% |
| Admin fee / account holder | $5,139 | $1,922+167.4% | $6,853-25.0% | $1,588+223.5% |