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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 | $112,938 | $78,636+43.6% | $105,607+6.9% | $74,459+51.7% |
| Participation rate | 36.4% | 72.8%-36.3pp | 75.3%-38.8pp | 67.2%-30.8pp |
| Annual return | 12.80% | 15.96%-3.2pp | 116.11%-103.3pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,057 | $2,523-58.1% | $3,167-66.6% | $2,626-59.7% |
| Participant deferral / active EE | $1,890 | $4,322-56.3% | $5,011-62.3% | $4,350-56.6% |
| Admin fee / account holder | $7,298 | $2,220+228.7% | $10,958-33.4% | $1,945+275.3% |