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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 | $78,648 | $55,470+41.8% | $155,556-49.4% | $74,478+5.6% |
| Participation rate | 29.0% | 61.9%-32.9pp | 78.2%-49.2pp | 67.2%-38.2pp |
| Annual return | 14.09% | 269.80%-255.7pp | 64.84%-50.7pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $424 | $2,267-81.3% | $4,675-90.9% | $2,626-83.9% |
| Participant deferral / active EE | $729 | $2,838-74.3% | $5,631-87.1% | $4,350-83.3% |
| Admin fee / account holder | $5,188 | $1,744+197.5% | $15,885-67.3% | $1,946+166.6% |