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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 | $129,744 | $88,203+47.1% | $165,100-21.4% | $74,478+74.2% |
| Participation rate | 49.1% | 73.1%-24.0pp | 78.6%-29.5pp | 67.2%-18.1pp |
| Annual return | 13.84% | 17.13%-3.3pp | 70.21%-56.4pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $784 | $2,601-69.9% | $4,348-82.0% | $2,626-70.2% |
| Participant deferral / active EE | $2,123 | $4,505-52.9% | $6,035-64.8% | $4,350-51.2% |
| Admin fee / account holder | $6,078 | $2,235+172.0% | $12,696-52.1% | $1,946+212.4% |