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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 | $132,974 | $81,208+63.7% | $98,920+34.4% | $79,852+66.5% |
| Participation rate | 17.5% | 72.5%-55.0pp | 76.0%-58.6pp | 69.6%-52.2pp |
| Annual return | 12.29% | 60.99%-48.7pp | 196.47%-184.2pp | 31.72%-19.4pp |
| Employer contribution / active EE | $502 | $1,960-74.4% | $2,689-81.3% | $2,471-79.7% |
| Participant deferral / active EE | $1,256 | $3,265-61.5% | $4,245-70.4% | $3,740-66.4% |
| Admin fee / account holder | $16,173 | $6,013+169.0% | $6,643+143.5% | $5,306+204.8% |