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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 | $88,137+23.9% | $164,975-33.8% | $74,429+46.7% |
| Participation rate | 38.0% | 73.1%-35.2pp | 78.6%-40.7pp | 67.2%-29.3pp |
| Annual return | 15.72% | 17.13%-1.4pp | 70.12%-54.4pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,202 | $2,597-53.7% | $4,343-72.3% | $2,625-54.2% |
| Participant deferral / active EE | $1,666 | $4,501-63.0% | $6,033-72.4% | $4,348-61.7% |
| Admin fee / account holder | $11,688 | $2,231+423.8% | $12,688-7.9% | $1,944+501.1% |