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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 | $88,137+47.2% | $164,975-21.4% | $74,429+74.3% |
| Participation rate | 49.1% | 73.1%-24.0pp | 78.6%-29.5pp | 67.2%-18.1pp |
| Annual return | 13.84% | 17.13%-3.3pp | 70.12%-56.3pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $784 | $2,597-69.8% | $4,343-81.9% | $2,625-70.1% |
| Participant deferral / active EE | $2,123 | $4,501-52.8% | $6,033-64.8% | $4,348-51.2% |
| Admin fee / account holder | $6,078 | $2,231+172.4% | $12,688-52.1% | $1,944+212.6% |