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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 | $109,201 | $88,203+23.8% | $165,100-33.9% | $74,478+46.6% |
| Participation rate | 38.0% | 73.1%-35.2pp | 78.6%-40.7pp | 67.2%-29.3pp |
| Annual return | 15.72% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,202 | $2,601-53.8% | $4,348-72.4% | $2,626-54.2% |
| Participant deferral / active EE | $1,666 | $4,505-63.0% | $6,035-72.4% | $4,350-61.7% |
| Admin fee / account holder | $11,688 | $2,235+423.0% | $12,696-7.9% | $1,946+500.7% |