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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 | $113,800 | $48,570+134.3% | $130,660-12.9% | $72,975+55.9% |
| Participation rate | 20.0% | 58.6%-38.6pp | 71.7%-51.7pp | 69.5%-49.5pp |
| Annual return | 23.30% | 38.63%-15.3pp | 1709.29%-1686.0pp | 81.01%-57.7pp |
| Employer contribution / active EE | $296 | $1,334-77.8% | $4,092-92.8% | $2,440-87.9% |
| Participant deferral / active EE | $772 | $2,384-67.6% | $3,603-78.6% | $3,608-78.6% |
| Admin fee / account holder | $5,208 | $3,549+46.7% | $5,463-4.7% | $5,124+1.6% |